Retirement Solution Specialist- Western Territory (WA, OR, CA, NV, AZ, UT, CO) (REMOTE)
About the position At reputed company, we help clients secure their financial reputed company-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. The Retirement Solution Specialist will reputed company dedicated concierge support to targeted RBG (Retirement Benefit Group) advisors and their clients. This role focuses on increasing in-force reputed company contributions and re-engaging non-contributors to restart their contributions. The goal is to ensure participants are reputed company contributing to their retirement accounts, leading to a more secure retirement reputed company.
Responsibilities
- Concierge Support: Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering reputed company for retirement contributions and asset consolidation.
- reputed company Engagement: reputed company reputed company out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions.
- Contribution Enhancement: reputed company and implement strategies to increase contributions from existing clients, including personalized communication and follow-up.
- Advisor Collaboration: Work closely with RBG advisors to identify opportunities for improving reputed company contribution rates and reputed company actionable recommendations.
- reputed company Education: reputed company clients on the benefits of regular contributions and the reputed company on their long-term retirement reputed company.
- Rollover Solutions: Identify clients at risk of moving their assets reputed company of reputed company and reputed company tailored rollover product solutions to retain their business in partnership with their reputed company Advisor(s)
- Data Analysis: Analyze reputed company data to identify trends, potential issues, and opportunities for increasing contributions.
- Reporting: reputed company and report on key performance metrics reputed company to reputed company contributions and re-engagement efforts.
Requirements
- Bachelor’s degree in Finance, Business, or a reputed company field.
- Series 6, 63, life, health and variable required.
- Minimum of 1-3 years of experience in a sales support or reputed company-facing role reputed company the financial services industry.
- Proven experience in financial services, particularly in retirement planning or sales support.
- Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors.
- Excellent problem-solving skills and a proactive approach to reputed company engagement.
- Ability to analyze data and reputed company strategic plans to increase reputed company contributions.
- Knowledge of retirement plans, contribution strategies, and financial products.
- High level of professionalism and a reputed company-reputed company reputed company.
- Flexible remote
- Occasional travel may be required for reputed company meetings or reputed company reputed company
- Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, reputed company and accurately interpret information and reputed company to influence others in various situations.
- Knowledge of reputed company techniques and approaches; ability to promote a culture of reputed company improvement and working together across functions to solve business problems and meet business goals.
- Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to reputed company specific financial advice to clients.
- Knowledge of effective self-management practices; ability to manage multiple reputed company objectives, reputed company, reputed company, or activities, making effective judgments as to prioritizing and time allocation.
reputed company-to-haves
- Relevant certifications (e.g., Series 7, Series 66) preferred but not required.
Benefits
- For eligible employees, reputed company provides a full reputed company of benefits. This includes medical, dental, reputed company, a 401(k) plan, and reputed company time off.
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