Senior Retirement Specialist

Overview

This position supports the County Employees' Retirement Fund 457/401a Plan.

The ideal candidate should reside in the Jefferson City/ Columbia, MO. area.

This role does not qualify for employer-sponsored work authorization. The employer does not participate in the STEM OPT Extension program.

Responsibilities

• Schedule and conduct one-on-one and group seminars for potential and existing participants within an assigned territory.
• Assist/support the Program Director in territory planning, execution strategies, and team building/development activities.
• Serve as a financial resource to existing and potential participants by providing counseling and guidance on the features and benefits of defined contribution retirement savings plans to drive sales growth.
• Develop relationships with key entity contacts, especially at the department head level, to expand products and services within the plan.
• Support the Program Director, including training on new presentations, product information, and policy or process changes.
• Act as a team lead for a group of Retirement Specialists and function as a point of contact for inquiries and to help troubleshoot problems.
• Lead special projects related to marketing, customer service, enrollment, and other administrative processes of the deferred compensation program.
• Work with dedicated or regional home office teams to solve customer issues or implement actions to improve processes for the field.
• Perform other responsibilities as assigned.

Requirements

• Strong presentation and communication skills for effective seminar delivery.
• Excellent relationship-building abilities to foster connections with clients and stakeholders.
• Problem-solving skills to address customer inquiries and improve processes.
• Knowledge of defined contribution retirement savings plans and financial counseling.
• Leadership skills to guide and support a team of specialists.
• Ability to effectively manage a territory of clients.
• Expertise in public sector business and knowledge of 457 plans and additional financial products/services to expand plan relationships.
• Ability to navigate political and economic landscapes to achieve business results.
• Comprehension knowledge of annuity and investment products, with the ability to effectively communicate product information.
• Strong understanding of the competitive landscape.
• Proven knowledge of Nationwide Retirement Plans necessary to fully support Program Director in administrative and sales responsibilities.
• Excellent sales, communication, and presentation skills.

Preferred Qualifications

• Financial advisor experience preferred.
• Three years of related experience in financial, sales or educational services functions.
• Undergraduate studies in related field, insurance, business, marketing (preferred).

Required Licensure

• FINRA Series 6, 63, and 65 or Series 7 & Series 66.
• State Life & Health license required.

Note: Series 63 and 65 may be necessary.

Compensation & Benefits

Salary

• National salary range for Senior Retirement Specialist: $68,000.00–$127,000.00

• Expected starting salary range for Senior Retirement Specialist: $68,000.00–$102,000.00

• If a Sales job, Sales Incentives based on performance goals are possible in addition to this range.

• Compensation for part-time roles may be prorated based on the number of hours worked relative to a full-time schedule.

Benefits

• Medical/dental/vision
• Life insurance
• Short and long term disability coverage
• Paid time off (minimum 18 days paid time off each full calendar year pro-rated quarterly based on hire date)
• Nine paid holidays
• 8 hours of Lifetime paid time off
• 8 hours of Unity Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire

Location & Job Conditions

• Residence: Jefferson City/ Columbia, MO. area
• Travel within assigned territory required.
• May be required to work from home.
• Must have a valid driver’s license with satisfactory driving record in accordance with employer standards.
• Overtime eligibility: Exempt (Not eligible)

Reporting Relationships

• Reports to Retirement Services Program Director
• No direct reports