Virtual Retirement Plans Specialist

TownTasks

Location: New York City, New York, USA

Category: Financial Services

Salary: 60,000 - 80,000 USD / yearly

Full-time

Job Description

Join our team as a Virtual Retirement Plans Specialist in the Financial Services industry. This role involves providing investment education, delivering group presentations, and building positive relationships with key decision-makers.

Responsibilities

Conduct one-on-one consultations to improve participants' investment education and savings levels
Deliver group education presentations on financial and retirement topics to diverse audiences
Host Annual Plan Reviews with key decision-makers focusing on plan trends and participant outcomes
Build and maintain positive relationships with key plan-level decision-makers
Record daily activities accurately in contact management systems and identify new business opportunities

Qualifications

BA/BS degree or equivalent experience
Series 65 licensing required
3-5 years of related experience in financial services sales strongly preferred
Significant knowledge of retirement and investment products
Strong communication, interpersonal skills, and ability to work independently as well as in a team environment

Perks & Benefits

Competitive Total Rewards package, including a 401(k) Plan with matching contributions, varied incentive plans, flexible/hybrid work schedules, opportunities for professional and career development, engaging and supportive work environment focused on public sector employees.

Why Join Us?

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment.