Job Description

Retirement Specialist will drive sales, provide education and deliver service for plan participants, supporting type 457 retirement programs. You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.

Retirement Specialist Responsibilities:

• Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
• Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
• Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth.
• Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
• Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc.
• Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems.
• Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.

Retirement Specialist Requirements:

• Undergraduate studies in related field such as insurance, business, or marketing is preferred.
• FINRA Series 6 or 7 license, and some combination of series 63, 65, or 66, as well as life and health licenses required; series 63 and 65 may be necessary.
• Three years of related experience in financial, sales or educational services functions.
• Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services.
• Ability to effectively navigate political and economic landscapes to achieve business results.
• Proven knowledge of Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities.

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