Demo

Corporate Retirement Fund Specialist

Godshall Recruiting
Greenville, SC Full Time
POSTED ON 1/19/2025
AVAILABLE BEFORE 4/20/2025

Salary : $80K - $110K

What is your perfect fit?

  • Would you enjoy a hybrid schedule with permanent half-day Fridays?
  • Are you passionate about providing comprehensive customer service to your clients?

If this describes you, then we need to talk.

What your future day will look like :

  • Assist clients in setting up and overseeing retirement plans for their staff
  • Organize and lead educational sessions for employees to aid clients in reaching their retirement goals
  • Communicate with clients, their employees, or vendors to address issues promptly as a licensed retirement specialist
  • Ensure data integrity by regularly updating the CRM with new business, renewals, benefit adjustments, vendor updates, key contact alterations, or internal assignment changes
  • Benefits Offered :

  • Health / Dental / Vision
  • PTO and holidays
  • Paid time for volunteering
  • Tuition reimbursement and professional development opportunities
  • Type : Direct Hire

    To be a champion in this role, you will need :

  • High School Diploma Required; bachelor’s degree preferred
  • 3 years of experience in retirement planning
  • Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.

    Salary : $80,000 - $110,000

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