Financial Represenative (Service)

Benefit Systems - Austin, TX (30+ days ago)


BSI a 401 Plans Company has been a producing third party administrator (TPA) for 401k and other plan types in the Austin and surrounding areas for well over 20 years. As a producing TPA, some of our services include educating our client's employees on 401(k) benefits, on-site enrollment meetings, and investment plan reviews.

In this position, you will be required to schedule, prepare material, and conduct meetings with our clients and their plan participants. Our local office is in Austin, however, you will be servicing the surrounding areas including Houston. Having reliable, professional transportation is a must. Due to the nature of our business, an insurance license and minimum of a series 6/63 will be required. Often times in these meetings you might find a potential for a sales offer and will be expected to handle accordingly.

Knowledge of Microsoft Word, Excel, Powerpoint, Outlook, and being able to navigate vendor websites will be a necessity. Being bilingual/Spanish is a plus and if you already have a book of business, that is great too.

The ideal candidate will be personable, outgoing, organized, and professionally dressed.

Job Type: Full-time

Experience:

  • Insurance: 1 year (Required)

License:

  • Series 6 (Required)
  • Series 63 (Required)