Personal Retirement Counselor

Employer
Financial & Realty Services LLC
Location
Philadelphia, Pennsylvania
Salary
Up to $90,000
Closing date
Feb 11, 2022

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Job Role
Registered Representative
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
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Job Details

Financial & Realty Services, LLC a professional services firm in Calverton, Maryland, is currently recruiting Professional Retirement Counselors to service our institutional client, Nationwide/City of Philadelphia Deferred Compensation Plan.  Position is located in Philadelphia, PA. 

Major Responsibilities

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 which will drive sales growth.

  • Provide assistance and support to the Program Director that may include:  assistance with training on new presentations, product information, and policy or process changes; function as a point of contact for inquiries and help troubleshoot problems; manage special projects that may relate to marketing, customer service, enrollment and other administrative processes of the deferred compensation program.
  • One-on-one meetings with near-retirement state employees covering distribution planning, asset allocation, retention strategies, transfer-in opportunities and cash flow analysis.
  • Assist with benefit fairs and savings expos
  • Creation and presentation of educational materials and financial workshop.
  • Coordination of business generating activities
  • Retention calls
  • Financial Planning

Skills: Excellent sales, communication and presentation skills required.  Must be able to work independently with little supervision.

Requirements

  • Bachelor’s degree preferred; CFP Designation required; and experience in a corporate, federal, state or municipal agency.
  • Pennsylvania Life & Health, Series 6 or 7, and/or 65/66 licensed 

Benefits include:

  • Competitive salary/Bonuses
  • Medical/dental/life/disability insurance
  • 401(k)
  • Paid holidays and annual leave

We are an Equal Opportunity Employer

 

 

 

Company

Financial & Realty Services, LLC (FRS) is a privately held, ISO 9001:2015 certified small business established in 1994 with our corporate headquarters in Silver Spring, MD. FRS is a diverse professional service firm working with federal, state, local and corporate programs through various contracting vehicles.
Find Us
Telephone
3017550081
Location
1110 Bonifant Street
Suite 301
Silver Spring
MD
20910
US

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