Worksite Benefits Consultant
CurrentI’m the Primary contact for public school districts in southern Wisconsin and I work in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of 403(b) Plan Sponsors.I’m responsible for implementing cost saving 403(b) retirement plans, and retirement investment services products. Conducting financial wellness seminars, 403(b) plan reviews and represent Member Benefits at various industry fairs and conferences statewide. Develop positive relationships with Superintendents, Business Managers and HR Directors while building internal team working relationships.Hold SIE, Series 6, 7, and 63 licenses, State of WI Life and Health and Property & Casualty Insurance licenses.