Retirement Specialist, CU Plans (GA/FL/AL)
TruStage(19 days ago)
About this role
TruStage is looking for a professional to manage and grow their retirement products and services relationships with credit union leaders. The role involves supporting customer satisfaction, retention, and exploring new product opportunities, with a focus on retirement programs and industry knowledge.
Required Skills
- Customer Service
- Retirement Plans
- Relationship Management
- Financial Services
- Product Knowledge
- Sales
- Industry Knowledge
- Communication
- Client Engagement
- Retirement Solutions
Qualifications
- Bachelor’s degree in Marketing, Business Administration, Insurance or related field
- Minimum of 4 years of experience in sales/client service with retirement products
- Life & Health Insurance License or equivalent within 90 days
- CLU, ChFC, CFP, CPA designation preferred
About TruStage
trustage.comTruStage offers a wide range of commercial and personal insurance products — making it easier for people to choose the right protection to fit their unique needs.
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