Fwd: Career Opportunities in TX, FL, GA, MI and Hawaii

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Ryan J. Blair

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May 25, 2011, 12:06:19 PM5/25/11
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Please contact Jean Griffin at 806-725-4128 if you are interested or have questions about the following positions.

 

Full Time Onsite Participant Counselor Positions in:

Novi-Southfield, MI

Pensacola, FL

Dallas, Texas- Warning! You’d be working with SMU’s facility and staff.

Hawaii and will be primarily located on Oahu- If I were single with no kids I’d take this one!

 

Company Information

Diversified, a leader in the retirement services marketplace, has a challenging full-time opportunity for a Defined Contribution Onsite Participant Counselor to provide support to a large client.

Qualifications

 

The incumbent will be responsible for plan promotion, one-on-one participant education/ enrollment, group education sessions, and handling inquiries.

Strong interpersonal, presentation & organizational skills required. Knowledge of 401(k)/403(b) plans & investments essential. FINRA registration required - Series 6 or 7 and 63. Minimal local travel is also required. Individuals with brokerage/financial advisor experience are encouraged to apply.

 

 

Participant Counselor Position in:

Atlanta, GA

Company Information

Diversified, a leader in the retirement services marketplace, has a challenging opportunity for a full-time Participant Counselor to provide on-site group enrollment/educational meetings and one-on-one counseling sessions with plan participants on retirement and investment needs.

Responsibilities

The incumbent will be responsible for plan promotion, participant education and managing education campaigns for an assigned group of clients.

Qualifications

Strong interpersonal, presentation and organizational skills required.  Bilingual (English/Spanish) preferred.  Knowledge of pensions and investments essential.  College degree and/or equivalent work experience.  FINRA Series 6 or 7 and 63 required.  Extensive travel within U.S. (frequent overnight) required

 

 

Part Time On Call Participant Counselor positions in:

Chicago, IL

Northern, CA

Cincinnati, OH

 

Company Information

Diversified, a leader in the retirement services marketplace, has a challenging opportunity for a Part Time On Call Participant Counselor to provide on-site group enrollment/educational meetings and one-on-one counseling sessions with plan participants on retirement and investment needs. 

Responsibilities

*  Responsible for group educational meetings by delivering workshops on investments and retirement goals.
*  Identify asset retention and gathering opportunities and initiate appropriate discussions with participants.
*  Provide participants with insight into the funds offered under each clients plan with an understanding of fund objectives and fund performance.
*  Provide regular activity reports to Manager, AE and others as required.
*  Communicate effectively with team members, management and appropriate internal teams.
*  Support Client Management, Sales and Marketing by promoting the Participant Counseling Organization.
*  Maintain current and accurate records to document progress towards goals.

Qualifications

*  Strong investment knowledge for education meetings and one-on-one counseling sessions.
*  Knowledge of pension products required. 
*  Strong presentation skills.
*  Excellent verbal and written skills necessary for contact with participants, sales personnel, service personnel and plan sponsors.
*  Bilingual (English/Spanish) preferred.
*  Willingness to work in a team environment.
*  Team skills to contribute to the success of departmental goals and objectives.
*  Computer skills desirable.
*  FINRA Series 6 or 7 and 63 required. 
*  Frequent overnight and weekend travel is required

 

 

 

Jean Griffin, CRPC | CHS Onsite Participant Counselor

DIV logo 2011 tagline RGB 72dpi

 

O 806-725-4128 | F 806-723-7833 | gri...@divinvest.com

www.divinvest.com

 

Registered Representative

Securities offered through Diversified Investors Securities Corp ("DISC"),  Member FINRA

440 Mamaroneck Ave Harrison, NY  10528

Diversified is an affiliate of DISC

 

 



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