Senior Retirement Specialist

As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. 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.

Requirements

• FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary
• Three years of related experience in financial, sales or educational services functions
• Undergraduate studies in related field, insurance, business, marketing, preferred

Benefits

• medical/dental/vision
• life insurance
• short and long term disability coverage
• paid time off
• nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of Unity Day paid time off
• 401(k) with company match
• company-paid pension plan
• business casual attire