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Retirement Plan Consultant - (Tampa, FL)

Job summary: Floridas largest credit union, Suncoast Credit Union, is looking for Retirement package Consultants in Hillsborough County to add to its growing trust and investment program. These positions will educate and advise school board employees on retirement planning and saving through the use of 403(b)/457(b) voluntary savings account. As an approved 403(b)/457(b) vendor, the individuals will be responsible for increasing awareness, enrollments and assets under management in the plans through business development activities which may include working with local credit union branches, conducting workshops, attending events, and visiting school sites. Applicants will need to have excellent knowledge of the Florida Retirement System (FRS), DROP, and employee benefits. Applicants must be motivated to operate independently and to build strong relationships with school staff and credit union employees.


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Posted in Tampa, FL, Business & Management
From American Listed - 1 month ago