SunnyvaleRecruiter Since 2001
the smart solution for Sunnyvale jobs

Internal Retirement Specialist

Company: VirtualVocations
Location: Sunnyvale
Posted on: November 16, 2023

Job Description:

A company is looking for an Internal Retirement Specialist to provide retirement plan expertise and advice to participants.
Key Responsibilities:

Receive inbound calls from participants and provide education and guidance regarding their retirement plan
Initiate calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals
Complete account reviews, calculate retirement projections, and provide counsel on results

Required Qualifications:

Hold FINRA Series 6, 63, and 65 licenses, as well as a Life and Health license
Minimum of two years of experience in a relationship/sales driven position
In-depth knowledge of insurance and financial products
Ability to build relationships, follow processes, and balance multiple priorities
Undergraduate studies in business, finance, communications, marketing, or related field preferred

Keywords: VirtualVocations, Sunnyvale , Internal Retirement Specialist, Other , Sunnyvale, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Sunnyvale RSS job feeds