The primary responsibility of the Retirement Counselor is to provide retirement education and expertise to our clients and their employees located in the Greater New York City Area or Long Island. The successful candidate selected will be responsible for:
Developing strategic relationships with site contacts within their assigned territory.
Spending 80% - 90% of their time at client locations delivering effective group and individual meetings to diverse audiences on topics such as: features and benefits of the employer sponsored Defined Contribution (DC) retirement plan(s) and retirement readiness.
Working closely with internal business partners delivering increased client value.
Acting as the "voice of the customer" by relaying important client feedback obtained during on-site visits to the appropriate Retirement Services area (e.g., Marketing, Sales, Client services, Transition Team).