Job Description

Retirement Specialist
Location: Based at Home
Req # 1006914

As one of the world's leading financial services organizations, BNY Mellon recognizes the importance of a competitive benefits plan as part of your total compensation. That's why we offer a comprehensive, customizable benefits program to meet the needs of our diverse work force. Benefits include high quality medical and dental plans including orthodontic coverage, vision, life and disability insurance, flexible spending accounts, retirement plans that include an attractive 401k match and a company funded pension plan, generous tuition assistance and other work/life programs.

BNY Mellon is committed to Equal Employment Opportunity in providing all individuals interested in expressing interest in employment with us the opportunity to participate without barriers.

Promote Dreyfus products and services by assisting key retirement contacts, financial advisors, direct clients, Wholesalers, Strategic Account managers and Sales managers as they work with clients to develop strategies for retirement. Create and maintain relationships with Dreyfus Clients whether intermediary or direct. Determine methods and strategies to assist clients, thereby promoting the use of Dreyfus and/or BNY Mellon investment products. Assist key retirement contacts, brokers, their clients, and Dreyfus sales team with retirement product knowledge, including legal details, investment funds and competitor products. Interface with other Dreyfus personnel to share information and ensure a consistent message is communicate to both internal and external contacts.

Based at Home: This position covers the Midwest territory. Candidates should preferrably reside in Chicago, IL.

BA/BS or equivalent degree. 5 years experience in retirement industry including sales experience. Experience wholesaling or selling institutional retirement products a plus. Retirement plan designation preferred (ASPPA, CEBS, AIFA, etc)CIMA preferred. Series 7 and 63 required within 3 months of hire.

If you are interested in expressing an interest in this position, please visit www.bnymellon.com/careers . Please click on the link: Specify Job Search Criteria on the Careers page and enter the specific job reference number 1006914

Candidates interested in applying to this role should e-mail 57c866@brokeragejobs.com.