Financial Services Representative

Overview

This role involves building and strengthening relationships with education institutions and organizations to help increase retirement plan participation, including 403(b), 457, and 401(k) plans. The position supports employees, individuals, and their families as they plan for retirement and other life events.

Work location is remote, Northeast Missouri.

Responsibilities

• Recruit new prospects and grow existing assets under management.
• Meet with prospects and existing clients to discuss financial goals, educate them on investment options, and address potential risks.
• Meet with school districts and businesses to deliver financial planning education aimed at improving 403(b)/457(b)/401(k) plan participation rates.
• Assess individual financial needs and assist with developing financial plans.
• Document and input prospect and client communications into a CRM.
• Perform other related duties as assigned and required.

Requirements

• Ability to work independently with a strong internal drive for achievement.
• Excellent oral and written communication skills, with the ability to make effective presentations to specific target groups.
• Proficiency in Excel, Word, and PowerPoint.
• Series 6 or 7, 63, & 65/66 or able to obtain within first 90 days of employment.
• Missouri and/or Kansas Life and Health licenses.
• Prior work experience in mutual funds, annuities, and life insurance.

Preferred Qualifications

• Prior work with group benefit plans.
• Prior work with 501(c)(3) organizations.

Compensation & Benefits

Full-time employees receive comprehensive benefits, including:

• Company-paid medical, STD, LTD, and life insurance
• Voluntary dental and vision
• Voluntary life/AD&D insurance
• 401(k) with company matching
• Generous paid time off
• Additional benefits

Location

Remote — Northeast Missouri.

Additional Information

ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.