The Financial Advisors/Team will be responsible for increasing employee engagement and education thru 457(b)/401(a) enrollment assistance, retirement and investment strategy guidance, and participant education.
To be eligible for the Financial Advisor role, candidates must possess the following qualifications:
- Experience working defined contribution plans, 457(b), and 401(a) preferred
- Securities registrations • Series 6, 65 or 7 and 66. IAR is a must.
- Life & Health Insurance License
- Desire to assist clients and meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry
Qualified candidates are expected to have the following skills:
- Strong understanding of the defined contribution marketplace 457(b), and 401(a) preferred
- Strong communication skills, comfortable with conducting group meetings, along with strong presentation skills
- Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
- Territory management and business development
- Relationship building
- Excellent technology skills are also expected
