Regional Retirement Consultant

Generate qualified retirement plan sales and maintain small and mid-market customer relationships. Partner with a local RVP in a geographic territory to engage with the financial professionals, consultants, third party administrators and plan sponsors.

Requirements

• Bachelor’s degree in a business field or equivalent experience
• FINRA Series 6 or 7
• FINRA Series 63
• Applicable State Insurance licenses or obtain within 90 days of hire
• One year of relevant financial services experience such as internal sales experience, financial advisor, or similar work in the retail banking industry

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs