Job description
The Internal Retirement Specialist offers expertise and guidance on retirement plans to participants via incoming calls and proactive engagement. This role serves as a consultant to field specialists, providing advice on practice management and assisting in achieving sales objectives for business units. Candidates should possess FINRA Series 6, 63, and 65 licenses, as well as a State Life license. A minimum of two years of experience in a relationship-focused or sales-oriented role, ideally in financial services, is necessary.
