Field Director - Retirement Strategies
Virtual Vocations Inc, New York, NY, United States
A company is looking for a Field Director in the Retirement Strategies Group.
Key Responsibilities
Partner with field wholesalers to promote sales and marketing of annuity products Deliver presentations on retirement planning topics and draft supporting materials Conduct presentations for clients and financial professionals on complex planning strategies
Required Qualifications
Bachelor's degree or equivalent experience with a professional designation (JD, CPA, CFP, or RICP) 10+ years of experience in annuity sales Deep understanding of tax rules for IRAs and retirement plans 10+ years of experience in retirement asset accumulation and small business planning Active FINRA Series 6 & 63 licenses and applicable state life insurance licenses
Partner with field wholesalers to promote sales and marketing of annuity products Deliver presentations on retirement planning topics and draft supporting materials Conduct presentations for clients and financial professionals on complex planning strategies
Required Qualifications
Bachelor's degree or equivalent experience with a professional designation (JD, CPA, CFP, or RICP) 10+ years of experience in annuity sales Deep understanding of tax rules for IRAs and retirement plans 10+ years of experience in retirement asset accumulation and small business planning Active FINRA Series 6 & 63 licenses and applicable state life insurance licenses