Job Details

Employer Industry: Financial Services

Why consider this job opportunity:

• Base salary of $60,000, with eligibility for variable compensation
• Comprehensive benefits package including medical, dental, vision, a 401(k) plan, and paid time off
• Opportunity for career advancement and growth within the organization
• Flexible remote work options available
• Chance to make a positive impact on clients' retirement security
• Supportive and collaborative work environment

What to Expect (Job Responsibilities):

• Provide personalized concierge support to RBG advisors and their clients
• Actively engage with clients to encourage resumption of contributions
• Develop and implement strategies to enhance client contributions
• Collaborate with RBG advisors to identify improvement opportunities for client contribution rates
• Educate clients on the benefits of regular contributions and their impact on retirement security

What is Required (Qualifications):

• Bachelors degree in Finance, Business, or a related field
• Series 6, 63, life, health, and variable licenses required
• Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry
• Proven experience in financial services, particularly in retirement planning or sales support
• Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors

How to Stand Out (Preferred Qualifications):

• Relevant certifications (e.g., Series 7, Series 66) preferred but not required

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