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Job Description
- Req#: R251000238
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $92,300 per year
- Opportunity for career advancement and growth within the organization
- Comprehensive benefits package including health, wellness, and retirement programs
- Engage in a collaborative and innovative work environment
- Flexible work arrangements, including virtual counseling options
- Chance to make a meaningful impact on clients' financial futures
What to Expect (Job Responsibilities):
- Provide virtual counseling on pension plans, tax-deferred annuities, and other investment options to help clients retain and increase assets
- Educate and facilitate new product purchases, offering authoritative financial planning advice
- Deliver exceptional customer service and execute transactions for retirement plan participants
- Utilize knowledge of tax and investment strategies to tailor financial advice to clients' needs
- Develop and maintain strong relationships with Institutional Plan Sponsors
What is Required (Qualifications):
- Minimum of 3 years of relevant work experience; 5+ years preferred
- University degree preferred
- Required FINRA registrations: Series 7 and Series 63
- Must obtain Life and Health Insurance License within 120 days of start date
- Strong communication and client relationship management skills
How to Stand Out (Preferred Qualifications):
- Experience in business development and retirement planning
- Proven ability to inspire others and negotiate effectively
- Familiarity with financial markets and their impact on clients
- Strong problem-solving skills and a commercial mindset
#FinancialServices #CareerOpportunity #ClientFocused #CompetitiveCompensation #VirtualConsulting
"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."About the company
The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmenta...
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