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Retirement Plans Specialist
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Full-time
- The Retirement Plans Specialist provides on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants in the assigned cases.
- Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention.
- Series 65, as well as Life, Health & Variable Annuity Licenses at the date of hire or within 120 days of hire.
- Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans.
- Good understanding of specific plan provisions and legislative regulations
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