Retirement Plan Enrollment Specialist

Cetera • Dallas, TX

13h • $75,000 - $90,000 • Hybrid

About The Position

At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always looking for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization. We are currently seeking to add a Retirement Counselor to our growing team. The Retirement Counselor is responsible for developing, leading, and delivering employee enrollment and education meetings for retirement plan clients and their employees, both on-site at client locations and virtually. This individual will possess the ability to speak confidently in front of large groups and individuals in a one-on-one setting. The Retirement Counselor will speak with knowledge of retirement plans and investment portfolios and will lead and implement program enhancements for presentations and materials for participant education.

Requirements

• Minimum of 3 years’ experience in financial services industry
• Bachelor’s degree required in relevant course of study, or relevant experience
• Knowledge of IRS and DOL regulations relating to qualified retirement plans
• FINRA Series 65 or 66 licensing (or ability to obtain within 90 days of employment)
• Client Relationship Management (CRM) software experience

Responsibilities

• Setting and driving education programs for retirement plan clients – including 401(k), 403(b), and DB cash balance plans
• Building and maintaining strong relationships with plan sponsors and financial professionals
• Serving as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office in relation to education programs
• Planning and conducting enrollment and education meetings – both on-site and virtually
• Preparing education programs and collateral
• Driving plan participation and overall plan contributions through participant education solutions
• Stay current with changing retirement plan rules and regulations
• Differentiating Cetera’s retirement plan solutions to drive client retention
• Assist the sales team with new business opportunities as needed
• Cross sell Cetera solutions and services

Benefits

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level