Internal Retirement Specialist

We're looking for an Internal Retirement Specialist to provide retirement plan expertise to participants, build strategic relationships, and advise on asset allocation options. As a consultant, you'll provide education and guidance on individual retirement plans, including calculations, projections, and distributions. If you're passionate about helping individuals retire successfully, we want to know more about you!

Requirements

• FINRA Series 6, 63 and 65 licenses
• Life and Health license
• Bilingual in Spanish and English (preferred)
• 2+ years of experience in a relationship/sales driven position

Benefits

• medical/dental/vision
• life insurance
• short and long term disability coverage
• paid time off
• nine paid holidays
• 401(k) with company match
• company-paid pension plan
• business casual attire