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Benefits offered by this job
Professional development
Competitive salaries
Access to existing client base
Turnkey marketing services
Job summary
A leading financial services firm in Ellicott City is seeking a Financial Professional to handle plan sponsor relationships. The role involves managing 403(b)/457 enrollment, providing participant education, and conducting seminars. Candidates should have relevant licenses and a strong desire to assist clients with their financial goals. This position offers competitive salaries and comprehensive benefits.
Qualifications
Registered Representative with experience in defined contribution plans preferred.
Securities registrations – Series 7, 65 & 66 preferred.
Life & Health Insurance Licenses are necessary.
Desire to assist clients with financial goals and become a top producer.
Responsibilities
Manage 403(b)/457 enrollment and retirement strategies.
Build relationships with plan sponsors.
Research and address client service issues.
Skills
Prospecting
Conducting one on one appointments
Implementing investment strategies
Conducting retirement seminars
Job description
A leading financial services firm in Ellicott City is seeking a Financial Professional to handle plan sponsor relationships. The role involves managing 403(b)/457 enrollment, providing participant education, and conducting seminars. Candidates should have relevant licenses and a strong desire to assist clients with their financial goals. This position offers competitive salaries and comprehensive benefits.