At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels.
Requirements
- FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as California Life and Health license
- Strong presentation and communication skills for effective seminar delivery
- Excellent relationship-building abilities to foster connections with clients and stakeholders
- Leadership skills to guide and support a team of specialists
- Problem-solving skills to address customer inquiries and improve processes
- Knowledge of defined contribution retirement savings plans and financial counseling
Benefits
- Medical/dental/vision
- Life insurance
- Short and long term disability coverage
- Paid time off with 18 days minimum
- Nine paid holidays
- 8 hours of Lifetime paid time off
- 8 hours of Unity Day paid time off
- 401(k) with company match
- Company-paid pension plan
- Business casual attire
