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Ohio Licensed Retirement Specialist

L5

virtual vocationsDenver, COyesterday

Occupations

Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales Agents

Industries

Pension FundsPortfolio Management and Investment AdviceContinuing Care Retirement Communities
Providing retirement plan expertise to participants, the full-time Ohio Licensed Retirement Specialist will manage inbound and outbound communications, educate clients on retirement options, and build strategic relationships with field specialists, all while working remotely.
Key responsibilities: Educate participants on their retirement plans through inbound calls and proactive outreach Conduct account reviews and provide personalized advice on asset allocation and retirement projections Collaborate with field Retirement Specialists to support business unit sales goals and enhance client relationships
Required qualifications: FINRA Series 6, 63, and 65 licenses, along with Life and Health license Minimum of two years of experience in a relationship/sales-driven position, preferably in a financial services environment Undergraduate studies in business, finance, communications, marketing, or a related field preferred In-depth knowledge of insurance and financial products, with a focus on defined contribution plans Bilingual in Spanish and English is preferred and highly valued
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Denver, CO

Occupation

Personal Financial Advisors

Industry

Pension Funds

Posted

yesterday

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