Contact Us
440.389.0023
Menu

Search Jobs

Search
Back to Job Listings

Senior Retirement Specialist

San Antonio, Texas
Senior Retirement Specialist
San Antonio, TX (Remote)
Competitive Pay & Benefits

Senior Retirement Specialist will drive sales, provide education and deliver service for plan participants, supporting type 457 retirement programs. You will develop, manage and retain relationships with participants and have regular retirement education and planning interactions with them. You will identify prospects and acquire new small cases.

Senior Retirement Specialist Responsibilities:
  • Schedules and conducts one-on-one and group seminars for potential and existing participants within an assigned territory.
  • Assists/supports the Program Director in territory planning, execution strategies and team building/development activities.
  • Serves as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans which will drive sales growth.
  • Responsible for developing relationships with key entity contacts especially at the department head level in order to expand products and services within the plan.
  • Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc. 
  • Acts as a team lead for a group of Retirement Specialists and functions as a point of contact for inquiries and help troubleshoot problems. 
  • Leads special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program. 
  • Works with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.

Senior Retirement Specialist  Requirements:
  • Undergraduate studies in related field such as insurance, business, or marketing is preferred.
  • FINRA Series 6 or 7 license, and some combination of series 63, 65, or 66, as well as life and health licenses required; series 63 and 65 may be necessary.
  • Three years of related experience in financial, sales or educational services functions.
  • Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services.
  • Ability to effectively navigate political and economic landscapes to achieve business results.
  • Comprehensive knowledge of annuity and investment products with the ability to effectively communicate product information.
  • Proven knowledge of Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities.
  • Excellent sales, communication and presentation skills required. Demonstrated ability to effectively manage a territory of clients. 
#INDO

Attachments

Personal Information

United States of America
 

Contact Information

Privacy Policy
Terms of Service

U.S. Equal Employment Opportunity Information (Completion is voluntary)

Individuals seeking employment at Hunter International are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is voluntary. Refusal to provide the requested information will not subject you to any adverse treatment. Any information that you do provide will be kept confidential as required by law.

 
 
Please select a resume file to upload

Thank you for your interest in one of our positions! Your application was submitted successfully.

Visit our newsroom for advice to ace your interview!

Back to Search
Hunter International | powered by COMPAS