Internal Retirement Specialist

Job Description

INTERNAL RETIREMENT SPECIALIST

Financial & Realty Services, LLC a professional services firm is currently recruiting for an Internal Retirement Specialist to service our institutional client, Nationwide/Maryland Supplemental Retirement Plan in Hunt Valley, MD. The preferred candidate will be able to collaborate, connect, and communicate to build relationships and provide retirement plan expertise to participants to help individuals retire successfully based on their unique needs.

Knowledge, Skills & Abilities

In-depth knowledge of insurance and financial products. Knowledge of defined contribution plans preferred.

Must have a drive for results, ability for relationship building and positive outlook.

Proven consultative selling/advising skills and ability to follow processes.

Strong time management/organization skills, receptive to coaching and customer focused.

Ability to balance multiple priorities with excel communication skills.

Requirements

Bachelors degree in business, finance, communications, marketing or related field.

Maryland Life & Health; FINRA Series 6, 63 and 65 licensed

Minimum of two years experience in a relationship/sales-driven position. Experience in a sales call center environment preferred, as well as financial services background.

Benefits include:

Competitive salary

Medical, dental, vision, life, and disability insurance

401(k) with company match

Paid holidays, annual and sick leave

Salary: $65000.00 - $90000.00 per year

Annual Base Salary Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Retirement Plan

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Major Responsibilities

• Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Uses plan specific and industry expertise to provide information specific to the participants individual retirement plan.
• Initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals.
• Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results. May offer additional services for those individuals who prefer automatic account management.
• Calculates retirement projections for participants as requested and provides counsel on results.
• Provides education to participants to understand individual retirement distributions, transfers or consolidation needs.
• Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals.
• Acts as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory (s).
• Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors.

Knowledge, Skills & Abilities

• In-depth knowledge of insurance and financial products. Knowledge of defined contribution plans preferred.
• Must have a drive for results, ability for relationship building and positive outlook.
• Proven consultative selling/advising skills and ability to follow processes.
• Strong time management/organization skills, receptive to coaching and customer focused.
• Ability to balance multiple priorities with excel communication skills.

Requirements

• Bachelors degree in business, finance, communications, marketing or related field.
• Maryland Life & Health; FINRA Series 6, 63 and 65 licensed
• Minimum of two years experience in a relationship/sales-driven position. Experience in a sales call center environment preferred, as well as financial services background.