Soteria Reinsurance Ltd.
Remote Retirement Planner - Phoenix Area
Soteria Reinsurance Ltd., Phoenix, Arizona, United States, 85003
A leading financial services firm is seeking a Retirement Planner in the Phoenix area to provide education and support for retirement plan participants. This remote role requires Series 7 and Series 63 licenses, along with a customer service background. Responsibilities include onboarding participants, addressing retirement inquiries, and delivering proactive financial guidance. The ideal candidate will have strong communication skills and experience in sales or customer service. This position offers a hybrid work model with competitive compensation.
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