We are looking for a Retirement Plan Specialist to deliver on-site education for Plan Sponsor Participants, conduct financial advisory investment counseling sessions, and work with Plan Sponsors to increase participation among their employees.
Requirements
- Minimum 3 years of experience in retirement/financial services
- Bachelor's degree or equivalent experience
- FINRA Series 6 or 7 and 63, 65
- Strong interpersonal & communication skills
- Identifies and resolves problems in a timely manner; Gathers and analyzes information and develops alternative solutions
- Looks for ways to improve and promote quality
- Strong organization skills; demonstrates accuracy and thoroughness
- Ability to travel
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year