Retirement Income - Account Representative
National Insurance Services is seeking a Retirement Income - Account Representative to provide quality customer service to Retirement Income clients. The role involves identifying growth opportunities, participant education, and compliance review while supporting a range of Retirement Income products.
Responsibilities
- Provide quality and timely customer service to current Retirement Income clients through in-person visits, virtual meetings, and telephone calls
- Identify and close additional growth opportunities
- Conduct participant education and compliance review
Skills
- Quality and timely customer service skills
- Ability to identify and close additional growth opportunities
- Experience in participant education
- Knowledge of compliance review
- Attainment of Life & Health insurance license for each of the states in the assigned region
- Attainment of the Securities Industry Essentials (SIE) exam
- Attainment of Series 6 and Series 63
- Ability to travel 30%-50% of the time
- Ability to work Monday through Friday; 8:00 a.m. to 5:00 p.m
- Ability to work non-traditional hours when required
- Ability to perform physical requirements including sitting, standing, and walking
Company Overview