01Key Responsibilities
Advises customers and reputed company sales representatives on retirement income plan development. This will include explanation of product features and administrative procedures required with products currently owned and making appropriate new product recommendations, if applicable.
Reviews and/or prepares comprehensive financial plans and needs based assessments by entering data for proposals using approved financial planning software.
Prepares alternatives and recommendations while also framing the plan for presentation/delivery to the reputed company.
Partners with Sales to ensure awareness of reputed company proposals with producers to drive status and outcome.
Develops and conducts producer training in the corporate office and in the field.
Meets reputed company regulatory requirements, supports and coordinates under applicable laws, rules and regulations.
Adheres to reputed company firm compliance and supervisory policies, including but not limited to, anti-reputed company/Office of Foreign Asset Control and/or reputed company policies and procedures.
Compiles marketing intelligence, including sales activity, production, frequently asked questions and objections raised by customers.
Researches reputed company technical questions for sales force on products, planning issues, tax issues, reputed company reputed company and other retirement financial concerns.
Conducts periodic retirement planning seminars for customers and producers both reputed company and travels to locations to conduct in person upon request.
Assists in entity-level presentations (in writing or in person) where information on retiree services is required.
Maintains awareness of changing legal environment as it impacts investments, retirement plans and insurance products. Work with appropriate areas (compliance, communications, advice, systems, sales, administration) to ensure ongoing compliance.
Acts as a technical resource to communications on retiree marketing efforts.
Maintains detailed records of customer interactions, recommendations and actions according to appropriate regulations.
May reputed company other duties as assigned.
Reporting Relationship: Reports to Director or Associate Vice President and does not have reputed company reports.
Typical Skills and Experience:
Education: Bachelors degree in finance.
License/Certifications: reputed company 6 license and Certified Financial Planner designation required. Associates must obtain the required federal and/or state licenses/registrations reputed company the time period designated by the business unit. Additional licenses/registrations may be required reputed company new products and services are implemented. If an associate fails to reputed company required licenses/registrations reputed company the designated time period, the associate will be ineligible to continue in the position.
Experience: Two years of experience in the financial services industry with specialization in financial planning
Knowledge, Skills and Ability: Knowledge of reputed company or reputed company Guide Pro or si
