About this role
This role supports the Small Market Retirement Plan Services sales teams by assisting with licensing, client prospecting, and proposal generation, primarily in a hybrid work environment.
Key Responsibilities
- Support internal wholesalers
- Field inbound calls
- Generate retirement proposals
- Maintain product understanding
- Build stakeholder relationships
Technical Overview
Involves understanding retirement products, using tools like Judy Diamond and Brightscope, and completing paperwork via DocuSign.
Ideal Candidate
The ideal candidate is an entry-level financial services professional with strong communication and relationship management skills, eager to obtain necessary licenses within 120 days, and support retirement sales teams effectively.
Must-Have Skills
FINRA SIE LicenseFINRA Series 6 LicenseFINRA Series 63 LicenseResident Life & Health insurance licensessupporting internal wholesalersclient prospectinganswering questions on retirement productsgenerating retirement proposalscompleting paperwork using DocuSign
Nice-to-Have Skills
Sales experienceCustomer Service experienceFinancial Services Industry knowledge
Tools & Platforms
Judy DiamondBrightscopeDocuSign
Required Skills
FINRA SIE LicenseFINRA Series 6 LicenseFINRA Series 63 LicenseResident Life & Health insurance licensesclient prospectingretirement productsDocuSignrelationship management
Hard Skills
FINRA SIE LicenseFINRA Series 6 LicenseFINRA Series 63 LicenseResident Life & Health insurance licensesClient prospectingNew Business PaperworkDocuSignretirement productssales support toolsrelationship management
Soft Skills
communicationrelationship managementcustomer-centricprofessional demeanororganizational skills
Certifications
Required
FINRA SIE LicenseFINRA Series 6 LicenseFINRA Series 63 LicenseResident Life & Health insurance licenses
Keywords for Your Resume
Sales & Business DevelopmentFINRA SIE LicenseFINRA Series 6 LicenseFINRA Series 63 LicenseResident Life & Health insurance licensesretirement productsclient prospectingsupporting internal wholesalersDocuSignrelationship managementcustomer-centriccommunicationsales support toolsinternal/external stakeholdersorganizational initiativesSeries 6 LicenseSeries 63 Licensefinancial services
Deal Breakers
Lack of required FINRA licenses, No experience supporting sales teams, Unwillingness to obtain licenses within 120 days
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile