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Remote Retirement Planner - Expert Guidance
Remote / Online - Candidates ideally in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-03-01
Houston, Harris County, Texas, 77246, USA
Listing for:
Soteria Reinsurance Ltd.
Remote/Work from Home
position Listed on 2026-03-01
Job specializations:
-
Entertainment & Gaming
Customer Service Rep
Job Description & How to Apply Below
A financial services firm in Houston is seeking a Retirement Planner to provide education and support for workplace retirement participants. The ideal candidate will have 2+ years in customer service or sales, with Series 7 & 63 licenses. Responsibilities include onboarding participants, addressing inquiries, and offering tailored retirement solutions. The role requires strong communication and proactive engagement. This position offers a hybrid work model, requiring onsite work every other week.
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