Retirement PLAN Specialist
Virtual Vocations Inc
To support a growing practice, the full-time Retirement Solutions Specialist will provide dedicated, concierge-level support to Retirement Benefits Group advisors and their clients, focusing on proactive client outreach, engagement, and contribution enhancement in a remote work environment. Key responsibilities Engage clients through proactive outreach to discuss retirement savings and support their goals Identify and reconnect with clients who have paused contributions, providing education and strategies to restart their savings Collaborate with advisors to develop targeted outreach strategies and track client engagement outcomes Required qualifications Bachelor's degree or relevant professional work experience FINRA Series 6 and 63, active upon hire Life, Health, and Variable licenses, active or ability to obtain within 30 days of hire 2+ years of professional experience in a sales support or client-facing role within financial services
Vacancy posted 1 day ago
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