What are the responsibilities and job description for the Retirement Consultant position at Educators Benefits Specialist, LLC?

Job Description

Description :

Educators Benefits Specialist, LLC

Job Description

Title of Job : Retirement Consultant Date Created : 01 / 24 / 25

Position Type : Full-Time FSLA Category : Exempt

Work Location : Hybrid

Job Summary :

The Retirement Consultant is responsible for providing education on the client’s current employee retirement plan while providing a thorough explanation of applicable products at the time of enrollment and assisting with the administration / enrollment of all retirement benefits, including but not limited to annuities, life insurance, and other products that are available in the 403b / 457 tax shelters.

Primary Duties and Responsibilities :

The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbents may be required to perform other related duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties .

Provide a range of advice on selecting, purchasing, and utilizing benefits
Ability to work independently as well as in a team environment
Interact with and educate potential and existing clients in the products that best suit their needs
Assess client needs and recommend benefits to fill those needs and help accomplish their goals
Assist clients in the planning and implementation of product solutions

Type and Scope of Supervisory Responsibilities :

This position has no supervision responsibilities.??

Skills and Qualifications :

Ability to demonstrate proficiency in MS Office, particularly Excel

Ability to work independently and on a team

Customer Service Skills

Ability to learn and operate enrollment software and systems

Ability to operate online phone system as well as various web applications appropriate for client needs

Work Experience Required for this Job :

Two years' experience in benefits administration and or insurance and sales

Current licensed life insurance agent preferred; if not licensed, must be able to obtain life insurance license prior to employment or within first 60 days of employment.

Series 65 Securities license will need to be obtained within 6 months after completion of introductory period.

Prior customer service experience

Education Required for this Job :

High School Diploma or equivalent required

Bachelor's degree preferred but not required

Must attend and complete company provided two-week training with management

Attendance Requirements :

Daily online attendance required in remote work environment during normal business working hours

In-person and / or hybrid attendance occasionally required for company and / or team meetings / Client meetings

The Company reserves the right to require in-person attendance at the Company’s worksite at any time. The Company also reserves the right to make full-time attendance at the Company’s worksite an essential job function for this position if attendance becomes necessary to increase productivity, to develop teamwork, to conduct training, to better address customer needs, or to accomplish any other valid business goal. If full-time attendance requirements for this position change materially, the Company will provide thirty (30) days’ prior notice of the change.

Position Type / Expected Hours of Work :

This is a full-time position. The days and hours of work are Monday through Friday, 8 : 00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.

Core business hours are 8 : 00 a.m. to 5 : 00 p.m. but the employees’ schedules are at the discretion of the supervisor and dependent on the needs of the business.

Travel :

Local, in state and out-of-state travel is required. Overnight travel is to be expected

Travel is primarily local during the business day, although some out of area and overnight travel may be expected throughout the year, primarily October- December.

Physical Abilities Required for this Job :

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform essential functions.

While performing the duties of this job this individual is regularly required to sit for extended periods of time, walk, stand, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and / or move up to fifteen pounds.

Specific vision abilities required by this position include, close vision, and the ability to adjust focus.

Mental Abilities Required for this Job :

The ability to solve problems, make decisions, supervise others, interpret data, organize information, written and oral communication and read / write.

NOTE : This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.

Requirements :

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