State Licensed Retirement Income Specialist
Posted today
virtual vocationsDenver (CO)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelInsurance Agencies and Brokerages
SENIORITY
Senior
About the role
To support a growing team, the full-time remote State Licensed Retirement Income Specialist will manage client relationships, execute marketing activities, and drive new business initiatives while providing exceptional service to financial advisors.
Key responsibilities
Develop and execute business plans to meet revenue goals by maintaining and expanding client relationships
Conduct proactive sales calls and marketing activities to promote products and identify sales opportunities
Respond to service and sales-related inquiries, ensuring a high-quality customer experience for all clients
Required qualifications
Bachelor's degree in business, finance, or a related field, plus a minimum of two years of relevant experience
Resident state life and health insurance license required or must be obtained within 90 days of hire
Registered with a broker dealer within 180 days of hire
Series 7 license must be obtained within the first 12 months
Preferred experience in annuity and securities product sales, as well as the financial services industry
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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