Open Role
Analyst, Retirement & Annuity (Licenses: Life)
Full-time | Hybrid | Chicago, IL
About the Role
Join Revise as we transform retirement planning with innovative financial solutions. In this role, reporting to a Retirement Strategist, you will play a key part in nurturing client relationships and helping them smoothly transition to the Revise ecosystem. At Revise, we value a proactive approach, a positive attitude, and clear communication, ensuring that every client interaction contributes to our mission of modernizing the retirement planning process.
CANDIDATES OUTSIDE THE UNITED STATES WILL NOT BE CONSIDERED.
Key Responsibilities
- Provide proactive support to prospective clients
- Articulate various services that map to client needs
- Collaborate with team members to refine product offerings and strategies
- Maintain clear and effective communication with sales and strategy teams
Qualifications
- Valid life insurance producer license
- Proven experience in customer service, sales, or account management
- Strong verbal and written communication skills
- Basic knowledge of annuity and life insurance products
- Positive attitude and a proactive approach
- Interest in working within a fast-paced startup environment
Who we are
Protect today,
secure tomorrow.
5.0
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Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.
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