Retirement Specialist Job at Hunter Recruiting, San Antonio, TX

dldBTVljdFp1KzZlMW1INWFZWlZyc21nZGc9PQ==
  • Hunter Recruiting
  • San Antonio, TX

Job Description

Retirement Specialist will drive sales, provide education and deliver service for plan participants, supporting type 457 retirement programs. You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.

Retirement Specialist Responsibilities:

  • Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
  • Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
  • 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 will drive sales growth.
  • Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
  • Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc.
  • Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems.
  • Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.

Retirement Specialist Requirements:

  • Undergraduate studies in related field such as insurance, business, or marketing is preferred.
  • FINRA Series 6 or 7 license, and some combination of series 63, 65, or 66, as well as life and health licenses required; series 63 and 65 may be necessary.
  • Three years of related experience in financial, sales or educational services functions.
  • Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services.
  • Ability to effectively navigate political and economic landscapes to achieve business results.
  • Proven knowledge of Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities.

Job Tags

Similar Jobs

Department of Food & Agriculture

Agricultural Technician III (Seasonal) Job at Department of Food & Agriculture

 ...Job Description and Duties Under the direction of the Senior Environmental Scientist Supervisor and/or the Agricultural Pest Control Supervisor, the incumbent will independently perform most complex full range of field and office support duties, for various fruit fly... 

HII

Electrician Trainer - 25709 Job at HII

 ...ready to serve. The Elevator Support Unit is seeking an experience trainer to be apart of the team that helps develop and deliver training...  ...are a values and ethics driven organization that puts people's safety and well-being first. Regardless of your role or where you... 

Dropoff

CARGO VAN Owner Operators in Nashville, TN Job at Dropoff

 ...your own vehicle Requirements ~21 years of age or older ~ Solid knowledge of the city ~ A registered, insured and inspected van less than 10 years old ~ A current driving license and clean driving record ~ Tech savvy -- you're comfortable using a smartphone... 

TLC Nursing

Travel Licensed Practical Nurse LPN Job Job at TLC Nursing

 ...Embark on a meaningful LPN travel assignment in Lacey Washington where compassionate care meets the exhilarating Pacific this role youll deliver essential nursing support monitor patient progress administer medications assist with daily living activities and partner with... 

Edge Logistics, LLC

Carrier Sales Representative Job at Edge Logistics, LLC

 ...service by developing strategic partnerships with reliable carriers all over the country.Why work for usWe are a diverse group...  ...driven team members who are also eager to learn.As a Carrier Sales Representative, you are responsible for the coverage of our customers...