Retirement Advisors

Retirement Advisors Overview
Retirement Advisors provide investment and insurance-related services to individual clients, employers, and families. These services are delivered through an innovative financial planning approach designed to help clients achieve their goals.

Position Summary
The role involves establishing new Qualified Plan employer accounts, maintaining and enhancing existing employer and individual client relationships, growing plan participation, and developing financial planning opportunities with participants enrolled in 401(k), 403(b), and 457 Retirement Plans.

Primary Responsibilities

• Recruit new assets under management and grow existing accounts.
• Meet with prospects and clients to discuss financial goals, educate them on investment options, and explain potential risks.
• Engage with employer plan sponsors in both for-profit and non-profit organizations, providing financial education to increase employee participation.
• Assess individual financial needs and assist in developing financial plans.
• Document prospect and client communication in the CRM system.
• Perform additional related duties as assigned.

Competencies

• Ability to work independently with a strong internal drive for achievement.
• Excellent oral and written communication skills, with the ability to deliver effective presentations to target groups.
• Proficiency in Excel, Word, and PowerPoint.

Requisites

• Series 65/66 license
• Missouri Life insurance license.
• Prior experience with mutual funds, annuities, and life insurance.
• Experience with group benefit plans and 501(c)(3) organizations is preferred.