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Retirement Counselor, Dedicated (Greenville, SC) at Prudential

Posted in Finance 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Greenville, South Carolina





Job Description:

The primary responsibility of the Retirement Counselor is to provide retirement education to our client's employees located in Greenville, SC.

The successful candidate will be responsible for:


  • Developing strategic relationships with centers of influence at various client locations

  • Scheduling site visits at various client locations

  • Delivering effective group presentations to diverse audiences on such topics as; features and benefits of the employer sponsored plans, budgeting, asset allocation and retirement readiness

  • Conducting effective needs-based one-on-one consultations

  • Spending 80% - 90% of their time at client locations educating plan participants around new enrollments, contribution rates, asset allocation and potential benefits of asset consolidation

  • Working closely with internal business partners delivering increased client value

The successful candidate must also:


  • Have knowledge around complex plans including Non-Qualified 457(f) top hat plans, 403(b), 457(b), 401(a), and 401(k). Also understanding ERISA v.s. Non ERISA plans

  • Be well versed in Deferred Compensation, Defined Benefit and Defined Contribution Plans as well as holistic retirement planning concepts

  • Possess a comprehensive knowledge of mutual funds/separate accounts, with an understanding of the risk/reward trade off for all securities

  • Have experience with a consultative needs-based approach helping people in a financial services environment

     




 


  • Minimum 3-5 years financial services/retirement experience preferred

  • FINRA Series 6 & 63 and state life insurance licenses required

  • Strong presentation skills

  • Ability to work independently; results-oriented

  • Must be willing to travel between client locations