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    Retirement Services Advisor - Dallas, United States - Clark Insurance

    Clark Insurance
    Clark Insurance Dallas, United States

    1 week ago

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    Description

    Company:

    Description:

    JOB TITLE:
    Advisor/Sales Retirement Services


    JOB TYPE:
    FLSA Exempt


    SUMMARY:
    This position is responsible for producing new business in our Retirement Services department and servicing existing accounts. MMA Southwest has offices in Dallas, Fort Worth, Austin, Houston, Lubbock, Midland, Abilene, Baton Rouge and New Orleans. This role will be based in the Dallas office.

    ESSENTIAL DUTIES & RESPONSIBILITIES:

    • Produces Retirement Services revenue through sales to new and existing clients with emphasis on mid-size companies with high revenue
    • Assists in providing service to clients according to their needs, retaining them as clients
    • Participates in team sales situations with other producers and support personnel
    • Manage overall client relationships and is supported by day-to-day account management
    • Applies industry technologies to new sales, additional sales to existing clients and account service
    • Provides direction in account transfer situations
    • Prepares and implements an individual business plan
    • Develops and maintains interdivision/intercompany relationships consistent with our corporate culture

    REQUIREMENTS:

    • Bachelor's degree, 1 year related experience, and appropriate licensing required OR;
    • High School Diploma and 6 years of experience with appropriate licensing required
    • FINRA Series 6 or 7 and 63, 65 or 66 licensure preferred
    • Sales experience in the Retirement Services industry
    • Strong communication and interpersonal skills
    • Passion for sales and extremely goal oriented with the ability to work independently
    • Enjoys networking and making connections within the community
    • Driven, disciplined, achievement-focused, coachable, and professional
    We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

    Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including:

    health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.

    For more information about our company, please visit us at:


    #J-18808-Ljbffr
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