Kansas Licensed Retirement Consultant
A company is looking for a Retirement Plan Consultant to manage and service retirement plans and individual investment clients. Key Responsibilities Manage and service existing 401k plans and participant retirement accounts, ensuring compliance and client satisfaction Conduct annual reviews with clients to assess their financial situations and provide tailored recommendations Develop sales strategies to capture rollover account opportunities and conduct enrollment presentations Required Qualifications Strong understanding of retirement plans and investment strategies Familiarity with regulatory requirements and compliance in the financial industry Proficiency in financial software and tools Series 65 and life, health, and variable licensing already obtained Familiarity with 401k sales and plan management
A company is looking for a Retirement Plan Consultant to manage and service retirement plans and individual investment clients.
Key Responsibilities
Manage and service existing 401k plans and participant retirement accounts, ensuring compliance and client satisfaction
Conduct annual reviews with clients to assess their financial situations and provide tailored recommendations
Develop sales strategies to capture rollover account opportunities and conduct enrollment presentations
Required Qualifications
Strong understanding of retirement plans and investment strategies
Familiarity with regulatory requirements and compliance in the financial industry
Proficiency in financial software and tools
Series 65 and life, health, and variable licensing already obtained
Familiarity with 401k sales and plan management
