Retirement Plan Specialist - Financial Counselor

📋 Description

• Respond to customer inquiries by phone and email, providing accurate information about retirement
• Explain retirement planning options, including account rollovers and Brokerage Individual
• Meet established production targets and training milestones, including monthly activity goals
• Develop a thorough understanding of financial products, internal systems, applicable regulations
• Participate in structured training and professional development programs to strengthen financial
• Maintain accurate records of customer interactions, activities, and follow-ups using Salesforce and

🎯 Requirements

• Bachelor's degree in a business-related field or equivalent professional experience.
• At least one year of experience in the financial services industry, with a foundational
• Required FINRA Series 6 or Series 7 license, with additional licensing requirements applicable to
• Ability to obtain the FINRA Series 65 license within 12 months of the employment start date.
• Ability to obtain the required Life and Health insurance licenses within 60 days of the employment
• Strong customer service, interpersonal, and active listening skills, with the ability to build

🎁 Benefits

• Estimated total annual compensation: $55,000–$61,000, including applicable incentives and bonus
• Base salary: Generally $40,000–$45,000 per year, depending on qualifications, operational needs
• Performance incentives: Eligibility for sales and/or performance-based incentives, along with a
• Retirement benefits: Pension plan, 401(k) matching, and an employee stock purchase plan.
• Health coverage: Medical, dental, vision, and disability insurance for eligible employees.
• Paid time off: Starting at 160 hours annually during the first year of service, plus 10 paid