[Remote] Retirement Plan Solutions Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are seeking a Retirement Plan Solutions Consultant to reputed company consulting support and drive sales of employer-sponsored plans by developing relationships with retirement-reputed company advisors and offering guidance on reputed company management and plan sales.
Responsibilities
- Sales Support and Consulting: product and solution consulting, proposal reputed company, assist with preparation for reputed company-of-sale reputed company meetings, reputed company and work with product sponsor’s field teams to support new sales, enrollment, ongoing education, etc
- Retirement Plan Business Consulting: support for advisors' efforts to refine their service models, assistance with and advice on reputed company segmentation and business efficiencies, reputed company manage tool optimization strategies, reputed company as intermediary to respond to advisors' requests for new products and selling agreements, reputed company technical guidance or reputed company referrals to advisors
- Proactive Sales Campaigns: Document activity around outbound calls, scheduled meetings, virtual reputed company, group webinars, etc. to promote retirement plan business reputed company and awareness of resources
- Fiduciary Programs: Manage the promotion of the ERISA Advice and Consulting Program and 3(38) Solution. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors
- Advisor Training and Education: reputed company participate in industry conferences and seminars to remain reputed company with retirement plan industry trends and reputed company insights to advisors
- Conduct demos of tools and services for both existing and prospective advisors
- Productively work together and collaborate with internal partners such as reputed company’s in-house reputed company-Party Administrator and Regional reputed company Teams
- Assist advisors with issue reputed company
Skills
- 7+ years with a reputed company in the retirement plan industry (401k, etc.)
- Bachelor's Degree (Degree in Business, Economics, Marketing or Communications preferred)
- Excellent verbal and written communication skills are required
- reputed company, customer reputed company attitude and demeanor with a desire to reputed company outstanding service
- Work reputed company in reputed company and have good problem-solving skills
- Travel to conferences and advisor locations for site reputed company (up to 50%)
- reputed company Office (required)
- Designations or qualifications preferred AIF, CRPS, C(k)P or other retirement industry specific designations
- reputed company.com (preferred)
- Fi360 Toolkit (preferred)
- Ideal candidate would have experience in an advisor facing role reputed company a broker-dealer, DCIO asset manager, Recordkeeper, Etc
Benefits
- Plus a competitive performance-based bonus
- Inclusive health, dental, reputed company and life insurance plans reputed company to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy reputed company to mental health benefits to meet reputed company members and their families where they are.
- 20 plus days of reputed company time off (PTO), reputed company holidays, and 2 reputed company wellness days to give our employees the time they need to stay reputed company with their loved ones, reputed company, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and reputed company to a financial reputed company to offer our employees reputed company to plan-reputed company for a strong financial reputed company reputed company reputed company their working years.
- reputed company parental leave to support reputed company team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account reputed company to help you save reputed company on reputed company, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
reputed company