New York Licensed Retirement Specialist
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for an Internal Retirement Specialist in
New York.
Key Responsibilities:
Provide education and guidance to participants regarding their
retirement plans through inbound and outbound calls
Conduct account reviews and calculate retirement projections to
advise participants on asset allocation and contribution levels
Build strategic relationships with field Retirement Specialists and
Program Directors to support business unit sales goals
Required Qualifications, Training, and Education:
Undergraduate studies in business, finance, communications,
marketing, or a related field preferred
Required licenses: FINRA Series 6, 63, and Life and Health
license
Minimum of two years of experience in a relationship/sales-driven
position, preferably in a sales call center environment
In-depth knowledge of insurance and financial products, with a
preference for defined contribution plans
Strong organizational skills and ability to manage multiple
priorities effectively
Keywords: VirtualVocations, Upland , New York Licensed Retirement Specialist, Other , Vista, California
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