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Process Specialist

Process Specialist

2 - 4 years

|

2 - 5 Lacs

Posted:10 hours ago| Platform:

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Skills Required

insurance retirement planning retirement benefits 401k

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities :

Provide expert advice on retirement benefits, including 401k plans, to clients.
Develop and implement effective retirement strategies for individuals and businesses.
Collaborate with financial advisors to create comprehensive wealth management plans.
Stay up-to-date with changes in retirement benefit laws and regulations.

Job Requirements :

2-4 years of experience in the financial services industry, specifically in retirement planning.
Strong knowledge of retirement benefits, including 401k plans.
Ability to analyze complex data and develop actionable recommendations for clients.
Excellent communication skills, both written and verbal.

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