
Retirement Planning Specialist
2 weeks ago
As a Retirement Planning Specialist, you will work closely with our sales and service teams to provide innovative product solutions that address customers' retirement planning needs. Your primary goal is to help clients achieve their long-term financial goals by offering personalized advice and support.
Key Responsibilities:
- Develop and maintain relationships with clients to understand their financial requirements and preferences
- Work collaboratively with the branch sales team to identify and capitalize on new business opportunities
- Provide expert guidance on investment strategies and wealth management solutions
Requirements:
- Degree holder with at least 6 years of experience in sales or a related field
- Knowledge of financial planning principles and regulations
- Strong communication and interpersonal skills
- Ability to build and maintain strong relationships with clients and colleagues
Benefits:
- Competitive salary and benefits package
- Opportunities for professional growth and development
- Dynamic work environment that supports innovation and creativity
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