[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-focused advisors and offering guidance on practice management and plan sales.

Responsibilities

• Sales Support and Consulting: product and solution consulting, proposal reputed company, assist with preparation for reputed company-of-sale client 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 client segmentation and business efficiencies, practice manage tool optimization strategies, act 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 growth 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: Actively 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 Growth Teams
• Assist advisors with issue resolution

Skills

• 7+ years with a focus 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
• Positive, customer focused attitude and demeanor with a desire to reputed company outstanding service
• Work well in groups and have good problem-solving skills
• Travel to conferences and advisor locations for site visits (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 paid time off (PTO), paid holidays, and 2 paid 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 professional to offer our employees the opportunity to plan-reputed company for a strong financial future well reputed company their working years.
• Paid parental leave to support reputed company team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on reputed company, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

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