27 days old

Internal Retirement Specialist

Jacksonville, FL 32232
**Job Description:**

**Business Overview:**

Retirement & Personal Wealth Solutions (RPWS) serves the core financial needs of individual clients and plan participants by connecting our capabilities across the firm. RPWS is responsible for the development and execution of a comprehensive set of personal wealth and retirement products and services through Banking, Merrill Edge and Advisory channels. RPWS provides tools and content that enables financial advisors and bankers to help their clients live better financial lives.

**Job Description:**

The Internal Retirement Specialist serves as a technical resource for Merrill Lynch financial advisors. The internal specialist acts as a business partner who helps advisors implement retirement income and investing solutions. The internal specialist is responsible for supporting and driving sales in a dedicated territory in collaboration with external field based retirement specialists and third party partners. This role entails assisting with the fulfillment of annuity sales, sourcing annuity and retirement opportunities, positioning solutions with clients, working with advisory leadership and working with the firms 3rd party insurance partners.

**Required Qualifications:**

+ Bachelors Degree in Business or related field strongly preferred or equivalent experience

+ 5+ Years experience in the financial industry

+ 2+ Years experience working directly with product wholesalers and financial advisors

+ 2+ Years experience with retirement and 529 products

+ Series 7, Series 66 (or equivalent)

+ Life, Health and Variable Annuity Insurance licensing (or ability to obtain in 30 days)

+ Experience meeting sales objectives and performing under pressure of meeting deadlines in a high volume environment

+ Understanding of Social Security and Medicare

+ Experience selling complex financial products

+ Excellent written skills, verbal communication and organizational abilities

+ Highly self-motivated

+ Ability to work independently and in a team environment

+ Experience using WebEx

+ Experience using Salesforce

**Posting Date** : 04/18/2019

**Location** :

Jacksonville, FL, JACKSONVILLE 2, 4802 DEER LAKE DR E,

- United States

**Travel** : Yes, 10% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

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  • Banking / Finance
Posted: 2019-04-22 Expires: 2019-05-22

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Internal Retirement Specialist

Bank of America
Jacksonville, FL 32232

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