Title

Retirement Plan Consultant

Duties & Responsibilities

The role of Retirement Plan Counselor (RPC) is to utilize investment and retirement planning methodology to provide retirement planning assistance to 403(b)7 participants, through face-to-face, personalized one-on-one counseling

Job Qualifications

Client/Customer Focus

Listening

Initiative/Action Oriented

Maturity

Organization/Time Management

Teamwork

Trust/Integrity/Ethics

Salary