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    Retirement Plan Specialist - Rochester, United States - Insight Global

    Insight Global
    Insight Global Rochester, United States

    Found in: Lensa US 4 C2 - 1 day ago

    Insight Global background
    Description
    Job Description
    Insight Global's financial services client is looking for a Retirement Plan Specialist to join their team.

    This person will represent this firm in a sales capacity to clients and prospects in their territory with the goal of generating new group takeover plans and cross-selling other products.

    The responsibilities of this candidate include setting appointments with plan sponsors of 401k and 403b plans. They will do this by cold calling, networking and getting referrals.

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

    We are an equal opportunity/affirmative action employer that believes everyone matters.

    Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

    If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to .

    To learn more about how we collect, keep, and process your private information, please review Insight Global's

    Workforce Privacy Policy:
    om/workforce-privacy-policy/ .
    Skills and Requirements
    -2+ years of sales experience including cold calling, prospecting, relationship building, and territory management

    • Active FINRA Series 6, 63, and SIE (if they have their Series 7 they do not need the 6 and 63)
    • Strong oral and written communication skills


    • Valid driver's license

    • Bachelors Degree
    • Retirement plan product knowledge such as 401k and 403b null

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

    We are an equal employment opportunity/affirmative action employer that believes everyone matters.

    Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances.

    If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
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