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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing retirement education and advice, managing client relationships, and navigating the application process for retirement income solutions. Proficient in identifying sales opportunities and maintaining accurate records of client interactions.
Highest-signal resume keywords
Series 7 RegistrationSeries 63 RegistrationLife And Health Insurance LicenseRetirement PlanningClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Income SolutionsInvestment EducationSales Opportunity DevelopmentCase ManagementAccount Opening Requirements
Soft Skills
CommunicationProblem SolvingCustomer Service
Certifications & Qualifications
Series 7 RegistrationSeries 63 RegistrationLife And Health Insurance License
Industry Keywords
Retirement PlansIncome Replacement OptionsClient OutreachAdministrative Follow-UpCustomer Interaction Records
About the role
Key responsibilities & impact- Take inbound calls from clients and prospects
- Make prospecting and follow-up outreaches to clients and prospects
- Provide product and investment education and implement appropriate retirement income solutions
- Identify qualified referral opportunities for internal business partners
- Support clients through the lifetime income application process
- Assist clients with diversified retirement income solutions and immediate annuity application case management
- Provide applicable retirement plan investment advice
- Develop and maintain a pipeline of sales opportunities
- Resolve not-in-good-order cases and other barriers to establishing accounts
- Maintain records of customer interactions, inquiries, complaints, and actions taken
- Ensure timely communication with relevant business partners
- Perform administrative follow-up and closing activities for education and growth-related lifetime income annuity opportunities
Requirements
What you’ll need- 2+ years of work experience required
- Series 7 registration
- Series 63 registration
- Life and Health Insurance License (Resident State) required within 120 days from start date
- All licenses must be obtained within 120 days from start date
- Understanding of retirement plans, individual products, retirement planning, income replacement options, and account opening requirements and processes
- Ability to provide retirement education and advice
- University degree preferred
- Sedentary work physical requirements
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work life offerings
- Meaningful learning experiences and development pathways
- Future-focused skills and AI tools
- Incentive program linked to performance may be available, including annual discretionary incentive programs and non-annual sales incentive plans
- Drug-free and smoke-free workplace
- Accessibility support and reasonable accommodation for applicants with disabilities