Retirement Plan Specialist

3 weeks ago


Hunt Valley, United States FRS Professional Services, LLC Full time

FINANCIAL ADVISOR - RETIREMENT SPECIALIST (INTERNAL)

 

Financial & Realty Services, LLC dba FRS Professional Services, LLC in Calverton, Maryland, is currently recruiting for an Internal Retirement Specialist to service our institutional client, Nationwide/Maryland Supplemental Retirement Plan. The preferred candidate will be able to collaborate, connect, and communicate to build relationships and provide retirement plan expertise to participants to help individuals retire successfully based on their unique needs.


Major Responsibilities

 

  • Receives inbound calls from participants and provides education and guidance regarding their retirement plan. Uses plan specific and industry expertise to provide information specific to the participant’s individual retirement plan.
  • Initiates calls to targeted participants to discuss contribution levels and encourage appropriate increases in deferrals to support retirement goals.
  • Completes account reviews as requested by participants to analyze individual risk assessment and advise on asset allocation options based on individual results. May offer additional services for those individuals who prefer automatic account management.
  • Calculates retirement projections for participants as requested and provides counsel on results.
  • Provides education to participants to understand individual retirement distributions, transfers or consolidation needs.
  • Builds strategic relationships with field Retirement Specialists and Program Directors through advising and consulting, in support of business unit sales goals.
  • Acts as a consultant providing retirement plan expertise, recommendations, and practice management advice to field Retirement Specialists and Program Directors within assigned territory (s).
  • Applies knowledge of industry trends, competitive intelligence, state legislation, market movements and investment changes/performance to advise and consult with the field Retirement Specialists and Program Directors.


Knowledge, Skills & Abilities

 

  • In-depth knowledge of insurance and financial products. Knowledge of defined contribution plans preferred.
  • Must have a drive for results, ability for relationship building and positive outlook.
  • Proven consultative selling/advising skills and ability to follow processes.
  • Strong time management/organization skills, receptive to coaching and customer focused.
  • Ability to balance multiple priorities with excel communication skills.

 

Requirements

 

  • Bachelor’s degree in business, finance, communications, marketing or related field.
  • Maryland Life & Health; FINRA Series 6/7 , 63 and 65/66 licensed
  • Minimum of two years’ experience in a relationship/sales-driven position. Experience in a sales call center environment preferred, as well as financial services background.


Benefits include:


·      Competitive salary

·      Medical, dental, vision, life, and disability insurance

·      401(k) with company match

·      Paid holidays, annual and sick leave



  • Valley Stream, New York, United States Behavior Plan Licensed Behavior Specialist Full time

    Job OverviewPosition Title: Behavior TechnicianAs a Behavior Technician at Behavior Plan Licensed Behavior Specialist, you will be instrumental in providing structured and therapeutic behavior analysis services in various settings. Your commitment will be essential in executing behavior intervention plans aimed at improving the quality of life for our...


  • Hunt Valley, Maryland, United States PeopleShare Full time

    Position Overview:We are looking for two talented Human Resources professionals to fill essential roles within our organization.HR Benefits Coordinator:Key Responsibilities:- Oversee and manage all employee benefit programs, including health, dental, vision, and retirement plans, collaborating with external partners.- Execute benefit administration tasks...


  • Hunt Valley, Maryland, United States PeopleShare Full time

    Position Overview:We are looking for two talented and experienced Human Resources professionals to fill critical roles within our organization.Available Positions:1. HR Benefits Coordinator2. HR Specialist with a Focus on Performance ManagementHR Benefits Coordinator:Schedule: Monday - Friday, 8:30 am - 4:30 pm OR 9:00 am - 5:00 pm (Potential for hybrid work...


  • Hunt Valley, Maryland, United States PeopleShare Full time

    Position Overview:We are looking for two proficient and knowledgeable Human Resources specialists to fill critical roles within our organization.Available Positions:1. HR Benefits Administrator2. HR Generalist with a Performance Management FocusWork Schedule:Monday - Friday, with flexible hours available (potential for hybrid work...


  • Hunt Valley, United States Solargaines Full time

    Procurement SpecialistWHO WE ARESolar Gaines is a commercial construction company in Baltimore, MD. For over 20 years we’ve proudly installed solar across the Mid-Atlantic region, servicing Washington DC, Maryland, Northern Virginia, Pennsylvania, and Delaware.  WHY SOLAR GAINES?Competitive salary and benefits package; including Medical/Dental/Vision,...


  • Simi Valley, California, United States Fisica, Inc Full time

    Job OverviewPosition: Senior Specialist, Production PlanningLocation: RemoteSUMMARY:The Senior Specialist in Production Planning is responsible for strategizing, organizing, and overseeing the final approval of products throughout the entire production cycle to fulfill production demands. This role involves working from engineering designs and production...


  • Hunt Valley, United States Solargaines Full time

    Job DescriptionJob DescriptionProcurement SpecialistWHO WE ARESolar Gaines is a commercial construction company in Baltimore, MD. For over 20 years we’ve proudly installed solar across the Mid-Atlantic region, servicing Washington DC, Maryland, Northern Virginia, Pennsylvania, and Delaware.  WHY SOLAR GAINES?Competitive salary and benefits package;...


  • Hunt Valley, United States Solargaines Full time

    Procurement SpecialistWHO WE ARESolar Gaines is a commercial construction company in Baltimore, MD. For over 20 years we’ve proudly installed solar across the Mid-Atlantic region, servicing Washington DC, Maryland, Northern Virginia, Pennsylvania, and Delaware.  WHY SOLAR GAINES?Competitive salary and benefits package; including Medical/Dental/Vision,...


  • Hunt Valley, United States Solargaines Full time

    Job DescriptionJob DescriptionHuman Resources Recruitment SpecialistWHO WE ARESolar Gaines is a commercial construction company in Baltimore, MD. For over 20 years we’ve proudly installed solar across the Mid-Atlantic region, servicing Washington DC, Maryland, Northern Virginia, Pennsylvania, and Delaware.  WHY SOLAR GAINES?Competitive salary and benefits...


  • Hunt Valley, Maryland, United States Solargaines Full time

    Job OverviewPosition: Human Resources Recruitment SpecialistABOUT USSolar Gaines is a leader in the commercial construction sector, specializing in solar energy solutions. With over two decades of experience, we have established a strong presence in the Mid-Atlantic region, providing exceptional service across various states.WHY CHOOSE SOLAR...


  • Hunt Valley, Maryland, United States Solargaines Full time

    Job OverviewPosition: Human Resources Recruitment SpecialistABOUT USSolar Gaines is a leading firm in the commercial construction sector, specializing in solar energy solutions. With over two decades of experience, we have established a strong presence in the Mid-Atlantic region, providing services to various states.WHY CHOOSE SOLAR GAINES?Attractive salary...


  • Hunt Valley, Maryland, United States Solargaines Full time

    Job OverviewPosition: Human Resources Recruitment SpecialistABOUT SOLAR GAINESSolar Gaines is a leading player in the commercial construction sector, specializing in solar energy solutions. With over two decades of experience, we have been dedicated to enhancing the Mid-Atlantic region through sustainable energy installations.WHY CHOOSE SOLAR...


  • Hunt Valley, Maryland, United States Pharmaceutics International Inc Full time

    Job SummaryWe are seeking a highly skilled Equipment Maintenance Specialist to join our team at Pharmaceutics International Inc. As a key member of our maintenance team, you will be responsible for ensuring the optimal performance and reliability of our equipment and support systems.Key ResponsibilitiesMaintenance and Repair: Safely and effectively maintain...

  • Proposal Specialist

    3 months ago


    Hunt Valley, United States Kleinfelder Full time

    Job Description: Kleinfelder has been connecting great people to the best work since 1961. We are engineers, scientists, and construction professionals providing solutions that improve our clients' transportation, water, energy, and other private infrastructure. As a responsive, cross-disciplinary team of bright, curious, and innovative problem-solvers, we...


  • Simi Valley, California, United States Fisica, Inc Full time

    Job OverviewPosition: Senior Specialist, Production PlanningLocation: Simi Valley, CASUMMARY:The Senior Specialist in Production Planning is responsible for the strategic planning, scheduling, and oversight of product approvals throughout the entire production process to fulfill operational demands. This role requires collaboration with engineering teams and...


  • Simi Valley, California, United States Fisica, Inc Full time

    Job OverviewPosition: Senior Specialist, Production PlanningLocation: Simi Valley, CASUMMARY:The Senior Specialist in Production Planning is responsible for orchestrating, scheduling, and overseeing the final approval of products throughout the entire production cycle to fulfill production demands. This role involves working from engineering blueprints and...


  • Hunt Valley, Maryland, United States PeopleShare Full time

    Position Overview:We are looking for two qualified Human Resources professionals to fill key roles within our organization.Available Positions:1. HR Benefits Administrator2. HR Generalist with a Focus on Performance ManagementHR Benefits Administrator:Key Responsibilities:- Oversee and manage all employee benefit programs, including health, dental, vision,...


  • Hunt Valley, United States Digi Solutions Full time

    Job DescriptionJob DescriptionDigi Solutions is committed to becoming the premier digital marketing firm in the United States as defined by our quality and service. Our mission, as a boutique marketing firm, is to help businesses grow both exponentially and sustainably through developing partnerships based on consultative conversations. To help us actualize...


  • Valley Stream, New York, United States Behavior Plan Licensed Behavior Specialist Full time

    Job OverviewPosition Title: Behavior TechnicianAs a Behavior Technician at Behavior Plan Licensed Behavior Analyst, you will be essential in providing structured and therapeutic behavior analysis services in various settings. Your commitment will be crucial in executing behavior intervention plans aimed at improving the quality of life for our clients,...


  • Valley Stream, New York, United States Behavior Plan Licensed Behavior Specialist Full time

    Job OverviewPosition: Licensed Behavior AnalystLanguage Preference: SPANISH, CANTONESE, AND MANDARIN SPEAKING PREFERRED.Role Summary:As a Licensed Behavior Analyst at Behavior Plan, you will play a vital role in the assessment, design, and implementation of behavior analysis services tailored to meet the diverse needs of individuals with autism spectrum...