Director, Retirement Planner responsible for guiding workplace retirement plan participants. Collaborating with a cross-functional team to achieve client financial success.
Responsibilities
Deliver fundamental and complex guidance to workplace retirement plan participants
Facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews
Partner with the team to consistently deliver high levels of customer satisfaction
Grow Personal & Workplace Investments business in your region
Create plan level opportunities and drive crossover relationships
10 years minimum investment sales/financial planning experience
Series 7,63, 65/66 (required)
Life and annuity licenses (required)
Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) designation will be required to obtain if you do not currently possess it.
Participant sales experience
Proven track record in generating sales and managing relationships with high net worth clients
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