Financial Services Representative
Deliver secure financial futures for individuals, families, and institutions.
This role involves enrolling clients in retirement plans, counseling on investment strategies, and conducting participant education seminars.
* Candidates must have experience working with defined contribution plans.
* A strong understanding of the defined contribution marketplace is essential.
* Territory management and business development skills are also required.
The successful candidate will have access to a wide array of financial products, technology, and systems to manage clients' financial information and plans.