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Senior Retirement Specialist

Senior Retirement Specialist

CompanyNationwide
LocationTampa, FL, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • FINRA Series 6, 63, and 65 required
  • Life & Health license required
  • Three years of related experience in financial, sales or educational services functions
  • Deep understanding of the public sector business to apply knowledge of 457 plans
  • Excellent sales, communication and presentation skills required

Responsibilities

  • Develops positive relationships with key public sector employer entity contacts within assigned territory
  • Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory
  • Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which drive sales growth

Preferred Qualifications

  • Undergraduate studies in related field, insurance, business, marketing preferred
  • Understanding of the competitive landscape a plus