Retirement Sales Specialist Job at BlackRock Investments (Princeton)

Tax-Free Retirement Financial Services Specialist

We need a Tax-Free Retirement Financial Services Specialist to help clients plan...

Location

Salary:

Not provided

Tenth Mountain

Expiration Date

Until further notice

Requirements

Life insurance license
Strong communication, organizational, and consultative selling skills
Interest in financial planning and retirement strategies
Ability to work independently and manage your schedule

Job Responsibility

Conduct virtual client meetings to understand retirement goals
Present and explain tax-free retirement options, including IUL products
Assist with applications, follow-ups, and policy delivery
Maintain contact with clients and provide periodic reviews
Stay current on insurance products, tax law impacts, and retirement planning trends

What we offer

100% commission-based income with bonuses
Remote position with flexible work hours
Training and professional development provided
Advancement opportunities for high performers
Warm leads—no cold prospecting

Fulltime

Employer Markets Wholesaler Senior

The position of ERISA Advisory/Defined Contribution Retirement Consultant is to ...

Location

United States , Minneapolis

Salary:

112500.00 - 125000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

4-5 years of experience of ERISA Advisory/Defined Contribution Investment Only experience required
Proven sales ability and results
Excellent presentation and public speaking skills
Bachelor’s degree in Finance, Economics or related field or equivalent work experience
FINRA Series 6 & 63 and Life Insurance licenses required
Ability to manage extensive travel (up to 50% of time will be traveling within the territory)
Comfortable with talking on the phone and presenting on video calls

Job Responsibility

Building Independent ERISA Specialist Advisory relationships and selling
Time and Territory Management
Development

What we offer

Comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Generous annual paid leave
Outstanding 401(k) company match
Life insurance
Onsite health center
Child development center
Fitness facility

Fulltime

Employer Markets Wholesaler Senior

The position of ERISA Advisory/Defined Contribution Retirement Consultant is to ...

Location

United States , Minneapolis

Salary:

112500.00 - 125000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

4-5 years of experience of ERISA Advisory/Defined Contribution Investment Only experience required
Proven sales ability and results
Excellent presentation and public speaking skills
Bachelor’s degree in Finance, Economics or related field or equivalent work experience
FINRA Series 6 & 63 and Life Insurance licenses required
Emerging Technologies
Ability to manage extensive travel (up to 50% of time will be traveling within the territory)
Evening and weekend business functions
Comfortable with talking on the phone and presenting on video calls

Job Responsibility

Building Independent ERISA Specialist Advisory relationships and selling
Time and Territory Management
Development

What we offer

a choice of comprehensive medical, dental and vision plan options
health savings account
tuition reimbursement
student loan retirement plan
generous annual paid leave
an outstanding 401(k) company match
life insurance
award-winning campus with an array of discounted amenities
onsite health center
child development center

Fulltime

Retirement Sales ERISA Specialist

Human Interest is on a mission to ensure that people in all lines of work have a...

Location

United States

Salary:

80000.00 - 90000.00 USD / Year

Human Interest

Expiration Date

Until further notice

Requirements

5+ years of experience in a client-facing role - i.e. customer support or account management
Prior Defined Contribution industry experience required
QKA or similar industry designation required
Passionate about serving clients
Strong organizational skills
you are able to juggle multiple tasks with varying deadlines and stakeholders without dropping the ball
Communicate with confidence, professionalism and empathy over the phone and through email
Remain composed in high-stress situations and convey empathy for our customers and their situation
Meticulous attention to detail - rarely making typos and noticing

Job Responsibility

Review pricing information from other costly 401(k) providers in order to provide a competitive comparison for new business
Track product request and develop input to contribute to the increasing technology service that Human interest provides to clients
Provide educational and insights on various Revenue team meetings
Manage a high volume of inbound sales team and implementation team inquiries, over the phone and through email
Work with Manager to review process and procedures to optimize team performance
Work cross-functionally with internal and external partners to answer client inquiries on plan design and product support
Drive and bridge client relationships to the implementation stage and sometimes ongoing
Identify common issues and trends, driving process improvements to solve them permanently
Service a geographically diverse client base
Work in a fast-paced startup environment

What we offer

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend
quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie

Fulltime

Supervisory Control Associate

Wells Fargo Advisors (WFA) is seeking a Supervisory Control Associate responsibl...

Location

United States , Charlotte; Saint Louis; Minneapolis

Salary:

68000.00 - 114000.00 USD / Year

Wells Fargo

Expiration Date

February 22, 2026

Requirements

6+ months of Supervisory Control, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9/10, and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Responsibility

Provide support to WFA Supervisory Control Specialists as needed
Provide remote sales supervision and support for the WellsTrade, PCG, WBS, Institutional Retirement and Trust (IRT) channels and support branch offices with on-going monitoring to ensure compliance with internal policies, applicable laws, and regulations
Work closely with the regional and branch staff on compliance and supervision policies, practices, and resolution of issues
Conduct certain client account approvals
Participate or conduct compliance, supervision, control reviews, administration, and technology
Design risk processes and provide project management support
Identify issues and provide resolution within Wealth Brokerage Service or Private Client Groups
Assist with oversight of branch risk management
Perform basic or tactical ongoing regulatory, compliance and operational reviews as well as other duties related to best practices and opportunities for additional synergies to maximize efficiencies
Receive direction from management and exercise independent judgment while developing an understanding of sales and other activities using various technological tools and reports to ensure that the activity is in compliance with all regulatory and firm policies

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

!

Investor Retirement Specialist

The Investor Retirement Specialist is responsible for delivering a world-class o...

Location

United States , St Augustine

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

Proven interpersonal, team-oriented skills
Strong understanding of qualified accounts (IRAs, 401Ks, etc.)
Results oriented team player

Job Responsibility

Collect all required information for new IRA related investments and additions
Assist with collecting all required information for new cash related investments and additions as needed
Verify custodian transfer exchanges and wire receipts when requested
Hold "onboarding" communication with new investors to review subscriptions to the funding process
Provide up to date communication with all investors regarding the status of their investment with the custodian
Maintain internal DLP file requirements across all technology platforms
Understand all custodian processes from account opening, funding the investment to servicing the accounts to ensure timely funding
Escalate investments to the assigned Investor Success Manager when there are delays in communication with investors or investors have not executed within the specified timeline
Respond to any investor account servicing inquiry
Provide notes and details within CRM for team transparency

What we offer

Unlimited PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement/learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

Insurance Specialist

Working at Citi is far more than just a job. A career with us means joining a te...

Location

Hong Kong , Kowloon City

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Degree holder with at least two years of insurance product sales experience and proven track record
HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
Certified Retail Wealth Professional (CRWP) is preferred
Proactive and result-oriented with strong selling skills
Fluent in English, Cantonese and knowledge of Mandarin preferred
Good relationship building and communication skills

Job Responsibility

Partner with relationship managers in total client relationship building and financial planning propositions
Serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance, etc.
Lead and support the branch sales staff to achieve the insurance goal

New

Specialist, service communications & enablement

Vestwell is expanding and we’re excited about adding a Service Communications & ...

Location

United States , New York; Austin; King of Prussia; Phoenix

Salary:

70000.00 - 80000.00 USD / Year

Fin Capital

Expiration Date

Until further notice

Requirements

2-3 years of experience in retirement, fintech, or financial services
3–5 years of experience in a content, communications, enablement, or knowledge management role, ideally supporting service, operations, or customer success teams
Demonstrated ability to translate complex concepts into clear, plain‑language content tailored to different audiences
Strong written and verbal communication skills, with meticulous attention to detail, grammar, and tone
Experience partnering with cross‑functional stakeholders and driving content through structured review and approval processes (including legal/compliance where required)
Proven ability to manage multiple projects, deadlines, and stakeholders simultaneously in a fast‑paced environment
Comfort working with productivity and collaboration tools, including Google Docs/Sheets/Slides, Slack, and Zendesk or similar ticketing/knowledge base platforms
Strong organizational skills with a demonstrated ability to maintain and govern content libraries, version control, and documentation standards
Positive and proactive attitude, with a team mentality and a strong commitment to superior internal and external customer service
Experience with HubSpot

Job Responsibility

Serve as a central content owner for Service & Operations, responsible for drafting clear, audience‑appropriate communications once plans are out of the sales cycle and into onboarding, implementation, and ongoing service
Translate complex product, operational, and regulatory updates into digestible communications for different external personas (e.g., plan sponsors, advisors, savers), ensuring tone and detail level are appropriate for each group
Partner closely with Employer Service, Saver Service, Payroll Operations/Implementations, Investment Operations, and other operational teams to identify content gaps and proactively develop materials that reduce confusion, repeat questions, and escalations
Work with subject matter experts and stakeholders (e.g., Product, Legal/Compliance, Marketing, Relationship Management) to gather inputs and turn them into polished communications, managing feedback loops and approvals end‑to‑end
Draft and maintain FAQs, talking points, and call/email/chat talk tracks for front‑line service teams to ensure consistent, accurate messaging across channels
Create and update internal reference materials (knowledge base articles, one‑pagers, decision trees, process overviews) to support operational readiness for new launches, changes, and initiatives
Develop communication templates and playbooks that can be reused by service teams (e.g., standard responses, outreach templates, campaign language), balancing consistency with flexibility
Manage content calendars and timelines for upcoming releases, product changes, and seasonal initiatives, ensuring impacted service teams and clients are informed at the right time
Own and execute distribution operations for outbound communications, including pulling and validating send lists, managing whitelabel and branding requirements across partners, configuring and scheduling sends in HubSpot, and ensuring data integrity across systems
Ensure all client-facing content aligns with Vestwell’s brand, tone, and compliance standards, in partnership with Marketing and Legal/Compliance, while prioritizing operational accuracy and service readiness

What we offer

Competitive health coverage
Generous vacation offering
Hybrid office policy
Great 401(k) plan

Fulltime

Retirement Sales Specialist

BlackRock Investments

Location:
United States , Princeton ▼
Chicago
Boston
Atlanta

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

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Location:United States , Princeton ▼ChicagoBostonAtlanta

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Job Description:

Job Responsibility:

Requirements:

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Expiration:February 27, 2026

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February 20, 2026

Expiration:
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