Retirement Plan Producer - PlanWell

CBIZBoca Raton, FloridaHybridFull-timeStaff, 8–12 yearsListed 1 hour ago

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About this role

#LI-CM #LI-Hybrid

Minimum Qualifications

- High School Diploma or GED equivalent
- Some relevant industry experience
- Must obtain required licenses/credentials
- Superior command of verbal, written, presentation, and negotiation skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Must be able to travel based on client and business needs