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10414 Education & Enrollment Retirement Plans Specialist Job

Location: WA-Seattle  
West Coast/Northwest (CA, OR, WA, AK & HI)
Salary Range: 60,000 - 65,000
Total Compensation: 85,000 - 110,000
Job Description: The primary responsibility of this position is to provide 457 plan & 403b plan retirement support, education and expertise to the employees of a large defined contribution plan throughout the state of Washington on a daily basis. The candidate selected will be responsible to develop a set schedule at the facilities throughout the state •Ability to develop strategic relationships at Centers of Influence within their assigned territory. •Work with Communication Directors, Relationship Managers & Client Service Reps and/or client to deliver specific strategies including presentations which meet the individual needs of each employee group. •Ability to perform effective presentations. •Is an effective presenter to diverse groups with varied financial backgrounds •Is versed in defined contribution plans, 457 & 403b plans and the advantages of each plan in regard to retirement savings. •Is knowledgeable concerning asset allocation and diversification concepts. •Possess a comprehensive knowledge of mutual funds/separate accounts, and also maintains an understanding of the risk/reward trade off for all securities and a willingness to review and communicate the objectives of all mutual funds that participate in Prudential's plans This position is located (preferably) in Seattle, Washington.
Education and Certifications/Licenses: Bachelor's, None, FINRA Registered Rep - Series 6
Mandatory Minimum Qualifications: •Minimum of 3-5 years of financial services industry experience (primarily in the retirement market) •Sales experience preferred •FINRA Series 6 & 63 and State Insurance licenses required
Preferred Qualifications: *Strong presentation skills •Ability to work independently •Spanish speaking is a plus •Results oriented •Proven ability to meet or exceed goals
Benefits: Full World Class Benefits
Overnight Travel: Limited Travel
Relocation Assistance: Yes, Would Prefer Local Candidate
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