About this role
Role Overview
- Answers participant questions on pension plans, tax deferred annuities and other investment options
- Educates and facilitates new product purchases
- Interacts with retirement plan participants to provide exceptional customer service
- Utilizes knowledge of tax and investment strategies to inform financial advice
- Communicates internally with cross-business partnerships
Requirements
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State)
- Multiple Issuers required within 120 Days
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings