Financial Solutions Specialist

2 weeks ago


Remote, Oregon, United States Talent-Works Full time

About the Opportunity

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We are looking for a Financial Solutions Specialist to join our team at Talent-Works. As a key member of our sales team, you will be responsible for promoting our comprehensive retirement plans to current customers and small to medium-sized business prospects.

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Responsibilities:

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  • Collaborate with our marketing team to develop and execute marketing campaigns to promote our proprietary retirement plan offering">
  • Present financial solutions and plan design options to business owners and decision-makers">
  • Develop and maintain relationships with current customers and prospective customers">
  • Analyze and present financial data to support business decisions">
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Requirements

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To be successful in this role, you will need a current Series 65 License, excellent communication and interpersonal skills, and the ability to work effectively in a team environment.

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Benefits

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As a Financial Solutions Specialist at Talent-Works, you can expect a competitive salary of $90,000 - $120,000 per year, depending on your experience and qualifications. Additionally, you will receive commission and bonus plans, as well as company-paid medical, dental, life, and short/long disability benefits. You will also be eligible for a 401(k) Safe Harbor plan with matching company contributions, Health Savings Accounts, Flexible Spending Accounts, and a generous discretionary paid time off package.



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