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Retirement Plan Specialist


in Saint Petersburg FL

Job Description Summary

Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts.

Job Description


  • Learn all products in assigned specialty area, including awareness of competitive offerings and regulations.
  • Explain and ensure customers understand product options for routine inquiries; make product recommendations.
  • Identify if there are multi-product needs and connect customers to other product specialists.
  • Work with relationship managers and fulfillment analysts to initiate product requests.


  • Bachelor’s degree in a business related field or equivalent professional experience.
  • FINRA Series 6 or 7
  • FINRA Series 63 or obtain within six months
  • FINRA Series 65 or 66 or obtain within six months.
  • Two years of experience in the financial services industry.
  • Basic knowledge of financial products (related to assigned specialty area).
  • Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust.
  • Problem-solving and decision-making skills to select and recommend product solutions.
  • Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.
  • Proficiency using MS Office.

Preferred Qualifications

  • Life License
  • CFP and/or CRPC
  • Knowledge of CRM ( and digital financial advice platforms.


  • Excellent Customer Service skills
  • Excellent written and verbal communication skills
  • Ability to build strong relationships and earn trust

Working Conditions

  • Office/call center environment.
  • Schedule may vary to fulfill service levels during hours of operation.

How to Apply

Apply online using this link:

This ad has been viewed 444 times. It expires on 10/7/2017.

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