About this role
Retirement Plan Advisor at IMA Financial Group. Location: Bellevue or Newton or New York City. Role: Develop relationships, Advise clients, Prospect leads Requirements: Bachelor’s degree and 3+ years sales in retirement plan services; FINRA Series 65 required; Life Insurance licenses preferred; ERISA knowledge; travel 25-50%; MS Office. Category: Sales Seniority: Mid Level Tools: Microsoft Office, PowerPoint, Outlook, Word, Excel Certifications: finra series 65, life insurance, variable contracts Commitment: Full Time Workplace: Onsite Languages: English