Serve as a primary point of contact for inbound broker and advisor inquiries
Provide sales support on product features, benefits, and competitive positioning of retirement
Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios
Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials
Document all client interactions in Salesforce to support pipeline tracking and analytics
Act as a liaison between the home office and field wholesalers to ensure seamless execution

🎯 Requirements

Strong verbal and written communication skills—you can explain complex concepts clearly
Analytical mindset with the ability to understand and respond to advisor needs
Bachelor's degree
Genuine interest in financial services, capital markets, and retirement planning
High level of initiative, work ethic, and accountability
Ability to thrive in a fast-paced, team-oriented environment

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