Virtual Retirement Specialist

Employer Industry: Financial Services

• Salary up to $90,000
• Opportunity for career advancement and growth within the organization
• Work remotely with some travel required within the assigned territory
• Comprehensive benefits package including medical, dental, vision, and a company-paid pension plan
• Minimum of 18 days paid time off each year, plus additional paid time off for Unity Day and Lifetime Day
• Supportive and inclusive company culture that values diversity and equal opportunity

• Support both plan sponsors and participants throughout the territory through virtual one-on-one meetings, workshops, and webinars
• Drive enrollment, renewals, and rollover sales within the 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 one-on-one and 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 a resident life insurance license
• Strong understanding of public sector business and 457 plans
• Excellent sales, communication, and presentation skills
• Ability to work independently with little supervision

• Undergraduate studies in a related field such as insurance, business, or marketing
• Proven track record in maintaining a territory of clients
• Knowledge of annuity and investment products
• Understanding of the competitive landscape in financial services

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