What are the responsibilities and job description for the Retirement Specialist position at Revise Annuity?
Company Description
Revise helps more retire with confidence. Using proprietary portfolio modeling and research, we compare hundreds of annuities alongside traditional investment products and deliver the perfect strategy for our client's retirement needs.
Role Description
This is a contract-to-hire Retirement Specialist role located in Chicago, IL. This job is on-site in our West Loop office. Hybrid arrangements will not be considered.
Join Revise as we transform retirement planning. In this role, reporting to our Chief Strategist, you will play a key part in developing comprehensive retirement strategies by leveraging your expertise in both insurance (annuities) and traditional investments.
You'll work closely with industry professionals and a collaborative startup team to analyze client needs, develop tailored financial models, and provide expert guidance on securing a sound retirement future.
Qualifications
- Strong presentation and communication skills
- Retirement Planning and basic tax skills
- Deep Insurance and Finance knowledge
- Utilize financial modeling techniques to assess and enhance clients’ existing portfolios
- IL Life license holder
- Series 65 preferred
- Demonstrated knowledge of different retirement account options (e.g., 401(k), IRA, etc.) along with an understanding of their tax implications
- Previous experience in retirement planning or financial services
- Bachelor's degree in Finance, Business, or related field
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.