Plan Design Coordinator works closely with clients to design group health, dental and/or life insurance plans to create an overall benefit package. Works alongside underwriters, but is not an underwriter role. Being a Plan Design Coordinator ensures that plan meets appropriate internal, as well as legislative guidelines. Requires a bachelor's degree or its equivalent. Additionally, Plan Design Coordinator typically reports to a supervisor or manager. The Plan Design Coordinator works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Plan Design Coordinator typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
RETIREMENT PLAN ADVISOR
Experience : 3 years in Retirement Services industry (specifically with Institutional Retirement Plans)
Licensing : FINRA Series 6, 7, 65, or 66 preferred
Professional Designations : AIF, AIFA, CFP, CHRC, CPFA, QPFC, or equivalent
We are seeking an experienced and motivated Institutional Retirement Plan Advisor to join our team. The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance.
Responsibilities :
If you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply.
RETIREMENT PLAN ADVISOR
Qualifications :
5 years or greater
Last updated : 2024-06-07