Virtual Retirement Specialist

Employer Industry: Financial Services

• Salary up to $90,000
• Opportunity for career advancement and growth within the organization
• Work remotely with potential travel within the assigned territory
• Comprehensive benefits package including medical, dental, vision, and a 401(k) with company match
• Minimum of 18 days paid time off each year, plus paid holidays and additional time off
• Supportive and inclusive work environment focused on employee well‑being

• Support plan sponsors and participants through virtual one‑on‑one sessions, workshops, and webinars
• Drive enrollment, renewals, and rollover sales within the designated territory
• Cultivate and maintain relationships with key contacts to grow plan assets
• Deliver impactful education and retirement planning through meetings, webinars, and seminars
• Schedule and conduct group seminars for potential and existing participants

• 3–5 years of experience in retirement planning, retirement solutions, or sales/relationship roles
• FINRA Series 6, 63, and 65 or (7/66) licenses and resident life insurance license
• Strong understanding of public sector business and defined contribution retirement savings plans
• Excellent sales, communication, and presentation skills
• Proven ability to work independently with minimal supervision

• Undergraduate studies in a related field such as insurance, business, or marketing
• Experience in financial, sales, or educational services functions
• Knowledge of annuity and investment products
• Understanding of the competitive landscape in retirement planning

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.