Pension Plan Professional
1 week ago
We are looking for a highly skilled Pension Plan Professional to help us expand our sales force and promote our competitive retirement plans to current customers and small and medium-sized business prospects.
Responsibilities:
- Collaborate with the marketing team to develop and implement marketing campaigns promoting our proprietary retirement plan offering
- Present plan cost analyses and design options to potential clients
- Prepare and distribute necessary plan documents for approvals and signatures
- Implement retirement plans in collaboration with the customer experience team
- Educate and enroll business owners and employees in their retirement plans
Requirements:
- A current Series 65 License
- A minimum of 3 years of experience in retirement sales or related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a cross-functional team
What We Offer:
- A competitive salary, commission, and bonus structure ($80,000 - $105,000 per year)
- Comprehensive benefits package including medical, dental, and life insurance
- A 401(k) Safe Harbor plan with company matching contributions
- Generous paid time off and holidays
- Opportunities for professional growth and development
Talent-Works is a cutting-edge provider of human capital management services. Our software as a service platform helps employers manage their workforce more efficiently and effectively. Join us in our mission to deliver success to our clients and grow their businesses.
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