Retirement Counselor, Dedicated
Location:
Columbia , South Carolina
Posted:
December 16, 2017
Reference:
RSE0000M
The primary responsibility of the Retirement Counselor is to provide retirement education to our client's employees located in Greenville, SC.

The successful candidate will be responsible for:

  • Developing strategic relationships with centers of influence at various client locations
  • Scheduling site visits at various client locations
  • Delivering effective group presentations to diverse audiences on such topics as; features and benefits of the employer sponsored plans, budgeting, asset allocation and retirement readiness
  • Conducting effective needs-based one-on-one consultations
  • Spending 80% - 90% of their time at client locations educating plan participants around new enrollments, contribution rates, asset allocation and potential benefits of asset consolidation
  • Working closely with internal business partners delivering increased client value
The successful candidate must also:

  • Have knowledge around complex plans including Non-Qualified 457(f) top hat plans, 403(b), 457(b), 401(a), and 401(k). Also understanding ERISA v.s. Non ERISA plans
  • Be well versed in Deferred Compensation, Defined Benefit and Defined Contribution Plans as well as holistic retirement planning concepts
  • Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities
  • Have experience with a consultative needs-based approach helping people in a financial services environment




Qualifications:
  • Minimum 3-5 years financial services/retirement experience preferred
  • FINRA Series 6 & 63 and state life insurance licenses required
  • Strong presentation skills
  • Ability to work independently; results-oriented
  • Must be willing to travel between client locations

A little about us:
Our support of the military includes providing civilian employment opportunities to transitioning service members and military spouses.

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