Personal Retirement Counselor

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