Title
RETIREMENT SPECIALIST
Location
Dallas, Tx.
Company
Premier Financial Services Company
Package
Competitive compensation package offered
Primary Accountabilities and Responsibilities
- Responsible for developing and marketing training
programs
- Phone consultation with Representatives, including
analyzing objectives, recommendations,
educating and motivating
- Responsible for coordinating marketing materials and
sales literature
- Teach at conferences, participate in programs and
fulfill responsibilities
- Responsible for training corporate staff and
Representatives on the mechanics of
establishing and implementing qualified
retirement plans
- Monitor pension and retirement plan regulations
- Keep Reps and staff current on changes and current
issues
- Responsible for Marketing follow - up, including the
generation of illustrations and projects
Credentials / Knowledge / Skills Preferred
- Bachelors degree required, MBA preferred
- One to two years of sales and marketing or related
experience
- Must have substantial knowledge of qualified plans,
technical interpretations of the IRS Code and
application of product
- Must possess good sales ability
- Strong customer service orientation required
- Ability to express ideas effectively
- Excellent follow - up skills required
- Must possess Microsoft Word and Excel skills