Suncoast Schools Federal Credit Union Spring Hill , FL 34609
Posted 4 weeks ago
Overview
Compensation: Base salary plus commission
Region: Pasco County
The Retirement Specialist promotes Suncoast Credit Union 403(b) and 457(b) retirement plans to the education community by conducting workshops, promotions, and events. This individual builds relationships within the school district to increase participation, deferral rates, and assets. An ideal candidate conducts business with the utmost level of honesty, fairness, and integrity.
Suncoast Credit Union is consistently chosen as a Top Workplace because its employees genuinely #LoveWork! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to:
Get the benefits you deserve from an organization that cares about your well-being, inside and outside the workplace. Join a team that supports a healthy body, healthy mind, and healthy work-life balance!
Responsibilities
Assist school employees with establishing retirement accounts
Analyze current retirement plans and investments to provide recommendations based on the best interest of the member
Promote retirement products and services during district and school visitations, promotional campaigns, and the use of marketing tools
Conduct in-person and video presentations to individuals or groups to enhance awareness of plan features and grow plan assets
Collaborate with administrators at districts and schools
Participate in benefits fairs and new employee orientation
Plan, schedule, and conduct school visits and workshops
Facilitate new relationships with school districts to increase awareness
Schedule and conduct one on one appointments to recommend and implement plans for member accounts
Create and execute a business plan to meet established goals for new accounts, assets, and retention while maintaining a high level of service
Contribute to the development of presentation and marketing materials
Develop and deliver financial and retirement plans
Manage performance reports, financial documents, and income projections
Support members staying on track to reach their goals by periodically contacting them to determine if there are changes in their financial status
Prepare account reviews on a frequent basis to determine if life changes, economic changes, or financial performance indicate a need for plan reassessment
Train credit union team members on retirement products and planning
Attend required training, calls, and meetings requested by manager or Suncoast
Maintain compliance with established policies and procedures, firm and FINRA regulatory requirements
Implement full disclosure of all fees, charges, and regulatory disclosures
Qualifications
Bachelor's degree in business, finance, or economics (A comparable combination of work experience and training may be substituted for education requirements)
2+ years of financial services experience
FINRA Series 7, 66 (or 63 and 65) and Florida insurance license or ability to obtain within 90 days
Frequent travel required
Bilingual Spanish speaker preferred
Knowledge of defined contribution plans 403(b), 457(b), 401(a), and IRAs
Knowledge of the Florida Retirement System (FRS) and Deferred Retirement Option Program (DROP)
Demonstrated record of consistently meeting or exceeding performance expectations
Strong business development and relationship management skills
Strong written, verbal, and interpersonal communication skills to interact effectively with all levels of the organization, school districts, and prospective members
Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
Accurate, detail-oriented, and organized with task management
Ability to analyze and resolve difficult and complex problems
Ability to influence others through explanation of facts, policies, and practices
Works independently with general supervision
Suncoast Schools Federal Credit Union