What are the responsibilities and job description for the Financial Advisor, Retirement Plan Consultant position at Kelly Benefits?
Kelly Benefits in Sparks, MD is looking for a dynamic individual to enhance client relationships and drive business growth. This role involves serving as the main client contact, selling and managing retirement solutions for ERISA-sponsored plans, conducting retirement plan reviews, monitoring investments, and providing insights to optimize retirement programs. Additional duties include handling client mergers and acquisitions, prospect meetings, onboarding new clients, providing education, consultation, and relationship management, all while delivering exceptional service.
Minimum hours are Monday through Friday 8:15 a.m. to 5:00 p.m. Additional hours may be required to achieve business objectives.