Retirement Solution Specialist- Western Territory (WA, OR, CA, NV, AZ, UT, CO) (REMOTE)

The Retirement Solution Specialist will provide dedicated concierge support to targeted RBG advisors and their clients to increase in-force client contributions and re-engage non-contributors.

Requirements

• Bachelor’s degree in Finance, Business, or a related field
• Series 6, 63, life, health and variable required
• Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry
• Proven experience in financial services, particularly in retirement planning or sales support

Benefits

• Medical, dental, vision
• 401(k) plan
• Paid time off