Sr. Retirement Specialist - Southern CA

At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels.

Requirements

• FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as California Life and Health license
• Strong presentation and communication skills for effective seminar delivery
• Excellent relationship-building abilities to foster connections with clients and stakeholders
• Leadership skills to guide and support a team of specialists
• Problem-solving skills to address customer inquiries and improve processes
• Knowledge of defined contribution retirement savings plans and financial counseling

Benefits

• Medical/dental/vision
• Life insurance
• Short and long term disability coverage
• Paid time off with 18 days minimum
• 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