Retirement Consultant

Role Overview: The Retirement Consultant (RC) collaborates within a team to retain over $3.5B in assets by educating and guiding 401(k) participants approaching retirement or termination. Responsibilities: Assist participants by explaining distribution options, investment choices, and IRA products such as Mutual Fund IRA, Managed IRA, and GIFL IRA.Evaluate individual needs, present tailored solutions, and facilitate rollovers into appropriate IRAs.Support financial intermediaries, open or fund IRA accounts, and channel assets into the company.Deliver exceptional customer service, review current plans, and leverage investment tools to aid decision-making.Achieve activity targets, adhere to professional standards, and contribute to team improvements.Participate in training for skill enhancement and career growth.Perform other duties as assigned. Qualifications & Skills: Bachelor’s degree preferred; 1-3 years in financial services, especially phone or sales roles.Required licensing: SIE, Series 6, 63; Series 65 within 90 days.Strong knowledge of IRAs, 401(k)s, investments, and related regulations.Excellent listening, communication, analytical, and problem-solving skills.Ability to work independently and collaboratively, manage priorities, and build rapport.Customer-focused with high integrity and professionalism; Spanish proficiency is a plus. Additional Info: The role offers a hybrid work environment, competitive salary, incentive opportunities, and comprehensive benefits supporting well-being, retirement, and career development. The position promotes diversity and equal opportunity, adhering to all legal and ethical standards.