Retirement Plan Enrollment Specialist
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
- competitive performance-based bonus
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
