California Licensed Retirement Specialist

A company is looking for an Internal Retirement Specialist to provide retirement plan expertise and support to participants.

Key Responsibilities :

Provide education and guidance to participants regarding their retirement plans through inbound calls

Initiate outreach to participants to discuss contribution levels and encourage increases in deferrals

Conduct account reviews and provide retirement projections and advice on asset allocation options

Required Qualifications, Training, and Education :

Undergraduate studies in business, finance, communications, marketing, or a related field preferred

FINRA Series 6, 63, and 65 licenses, along with a Life and Health license are required

Minimum of two years of experience in a relationship / sales driven position

Experience in a sales call center environment and financial services background preferred

In-depth knowledge of insurance and financial products and defined contribution plans preferred