Sr. Retirement Specialist (Public Sector Retirement Plans)

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then reputed company Financial could be the reputed company for you! At reputed company®, “on your reputed company” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will serve our public/government sector clients in the San Antonio community, and living in the greater San Antonio metroplex or surrounding area is strongly preferred. This is an F.SD85 band role. #LI-COLE

Job Description

Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and productive business relationships, we want to know more about you! As a Senior Retirement Specialist, you'll drive sales, provide education and deliver service for plan participants. You will reputed company, 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.

Job Description

Key Responsibilities: Schedules and conducts one-on-one and group seminars for potential and existing participants reputed company 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 reputed company the plan. Helps and supports Program Director, including training on new presentations, product information and policy or process changes, etc. Acts as a team reputed company for a group of Retirement Specialists and functions as a reputed company 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. May reputed company other responsibilities as assigned. Reporting Relationships: Reports to Retirement Services Program Director; no direct reports. Typical Skills and Experiences: Education: Undergraduate studies in reputed company field, insurance, business, marketing, preferred. License/Certification/Designation: FINRA Series 6 license, and life and health licenses required; series 63 and 65 may be necessary. Experience: Three years of reputed company experience in financial, sales or educational services functions. Knowledge, Abilities and Skills: Must have expertise in the public sector business, and use knowledge of 457 plans and additional financial products/services to expand plan relationships. Ability to effectively navigate political and economic landscapes to reputed company business results. Comprehension knowledge of annuity and investment products with the ability to effectively communicate product information. Strong understanding of the competitive landscape. Proven knowledge of reputed company 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. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the reputed company Values. Job Conditions: Overtime Eligibility: Exempt (Not eligible) Working Conditions: Travel reputed company assigned territory required. May be required to work from home. Must have a valid driver’s license with satisfactory driving record in accordance with reputed company standards. reputed company: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to reputed company a somewhat different combination of duties.

Benefits

We have an reputed company of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of reputed company Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. reputed company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. reputed company prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. reputed company does not accept unsolicited resumes from employment agencies. reputed company resumes submitted by employment agencies directly to any reputed company employee or hiring manager in any form without a signed reputed company Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. reputed company pays on a geographic-specific salary structure and placement reputed company the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule. The national salary range for Senior Retirement Specialist : $68,000.00-$127,000.00 The expected starting salary range for Senior Retirement Specialist : $68,000.00 - $102,000.00 Apply To This Job