Expoint - all jobs in one place

מציאת משרת הייטק בחברות הטובות ביותר מעולם לא הייתה קלה יותר

Limitless High-tech career opportunities - Expoint

Bank Of America Financial Wellness Specialist 
United States, Texas, Houston 
159115082

28.06.2024


Role Responsibilities:

  • Facilitate events virtually, locally and nationwide as client needs require, as well as conduct one-on-one consultations
  • Prepare for all meetings in advance and understand audience, culture of company, employee demographics, etc.
  • Collaborate with Engagement Consultants on strategies for effective delivery of select client events (i.e. in person meetings, webinars, benefit fairs, etc.)
  • Support multiple enterprise initiatives by encouraging meeting participants to take action with effective presentation and consultation tactics

Required Skills:

  • Series 7 and Series 66 (or ability to obtain within required timeline); 63 & 65 are acceptable in lieu of 66

Desired Skills:

  • Expert knowledge of the retirement business at 5-7 years’ experience
  • Certified Retirement Plan Counselor designation

Skills:

  • Business Acumen
  • Learning Delivery
  • Oral Communications
  • Written Communications
  • Active Listening
  • Client Management
  • Collaboration

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)