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State Licensed Retirement Specialist
A company is looking for a Retirement Consolidation Specialist I (work from home). Key Responsibilities Provide education and advisory services on asset consolidation planning to retirement plan participants and partners Conduct best interest interviews to assess participant situations and recommend consolidation approaches Facilitate the movement of terminated plan assets and assist with plan enrollment for new participants Required Qualifications Bachelor's degree in a business field or equivalent experience Experience as a retirement plan specialist or two years of relevant financial services experience FINRA Series 6 or 7, Series 63 (or obtain within six months), and Series 65 or 66 (or obtain within six months) Customer service experience and interpersonal skills to build trust with clients Proficiency in using MS Office and familiarity with customer relationship management (CRM) systems
A company is looking for a Retirement Consolidation Specialist I (work from home).
Key Responsibilities
Provide education and advisory services on asset consolidation planning to retirement plan participants and partners
Conduct best interest interviews to assess participant situations and recommend consolidation approaches
Facilitate the movement of terminated plan assets and assist with plan enrollment for new participants
Required Qualifications
Bachelor's degree in a business field or equivalent experience
Experience as a retirement plan specialist or two years of relevant financial services experience
FINRA Series 6 or 7, Series 63 (or obtain within six months), and Series 65 or 66 (or obtain within six months)
Customer service experience and interpersonal skills to build trust with clients
Proficiency in using MS Office and familiarity with customer relationship management (CRM) systems