Retirement Plan Specialist, Education Rep

Full Time

Sales and Marketing

United States

Educate customers on retirement product solutions and arrange for meetings with plan specialists or advisors to further evaluate customer objectives and make best interest recommendations.

Responsibilities

• Provide general product information to customers making inquiries via phone, email, video, chat, etc.
• Determine customer interests and facilitate meetings with plan specialists or advisors.
• Promptly address requests to ensure a good customer experience.
• Learn all products and features, including applicable regulations, for an assigned specialty area.
• Document activities in Salesforce.com and other systems as required.
• Provide operational and administrative support to the Advice Center sales team.

Qualifications

• Bachelor’s degree in a business related field or equivalent experience
• FINRA Series 6 or 7, and 63 (required to be approved to do business in all states)
• One year of experience in the financial services industry
• Basic knowledge of financial products
• Customer service, interpersonal and listening skills to effectively communicate and earn trust
• Excellent written and oral communication and presentation skills
• Proficiency using MS Office

Preferred Qualifications

• Life license
• Knowledge of CRM (Salesforce.com)

Working Conditions

Office or hybrid office/remote environment

Compensation

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

The Salary for this position generally ranges between $41,000 - $45,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.

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