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Benefits offered by this job
Professional development resources
Competitive salaries and benefits
Access to existing client base
Turnkey marketing services
Job summary
A leading financial services company in Detroit is seeking a Financial Professional to enhance plan sponsor relationships. This role includes 403(b)/457 enrollment, advising on retirement strategies, and conducting educational seminars for participants. Ideal candidates should have relevant securities registrations, Life & Health Insurance Licenses, and a strong understanding of the defined contribution marketplace. Competitive salaries and benefits are offered.
Qualifications
Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred.
Securities registrations – Series 7, 65 & 66 preferred.
Life & Health Insurance Licenses.
Responsibilities
Responsible for 403(b)/457 enrollment and retirement strategies.
Prospect, schedule and conduct one-on-one appointments with clients.
Conduct retirement and investment seminars.
Skills
Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
Territory management and business development
Relationship building
Fund knowledge and product/pricing knowledge
Job description
A leading financial services company in Detroit is seeking a Financial Professional to enhance plan sponsor relationships. This role includes 403(b)/457 enrollment, advising on retirement strategies, and conducting educational seminars for participants. Ideal candidates should have relevant securities registrations, Life & Health Insurance Licenses, and a strong understanding of the defined contribution marketplace. Competitive salaries and benefits are offered.