Retirement and Investment Plan Specialist WI

What we love about this opportunity as the Retirement and Investment Plan Specialist: Work with a strong and personable leadership Excellent benefits program will an incredible 401k contribution - 25%!!! Company is continuing to grow Ability to work occasionally from home Consistently rated as a Top Place to Work Employees say "great culture and they put employees first" "great coworkers and friendly environment" "the staff and management team is highly engaged" Responsibilities as the Retirement and Investment Plan Specialist: Enroll clients into IRA and other retirements programs Communicating with clients through email and phone Exchange and transfer assets into out of program Ad hoc projects around beneficiary processes and other initiatives Meet with clients in person or virtually about disbursement options and savings options "‹Qualifications to be the Retirement and Investment Plan Specialist: Series 6 or Series 7 license andor Wisconsin Life Insurance License 1-2 year in customer service or sales oriented role Salary: $40,000 to $60,000

Created: 2025-03-04