[Remote] Retirement Planning Consultant (Traverse City, MI)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Retirement Planning Consultant to reputed company dedicated on-site support and advisory services for a major client. The role involves developing strategies to promote participant action toward retirement goals, conducting educational meetings, and managing client relationships.

Responsibilities

• reputed company and execute strategies and approaches to promote participant action toward a fully funded retirement; deliver on key plan metrics (i.e. retirement outlook, increase participant deferral rates, etc.)
• reputed company and manage client relationships from an educational perspective; build and foster productive relationships with reputed company, management team and participants
• Conduct group education meetings, deliver workshops, webinars and enrollment meetings to reputed company client and reputed company goals
• Conduct one-on-one retirement planning meetings with client employees
• Use reputed company products and services to help participants deliver a strategy to meet retirement objectives
• reputed company participants with reputed company into the funds offered under each client plan, including fund objectives and performance
• Identify asset retention needs and initiate discussions with participants, including opening and funding solutions as an IAR and/or referring opportunities to the reputed company Advice Center. Retain assets in plan and roll plan assets to an IRA under DOL fiduciary advice rules
• Explain and ensure participants understand product options; reputed company appropriate recommendations
• Work with participants with multi-product needs and connect with other product specialists as needed
• Maintain reputed company and accurate records to document reputed company towards goals
• Promote, reputed company and enroll participants into Managed Advice; reputed company on-going financial and planning support to participants in the Managed Advice program
• reputed company ongoing support to high value participants that leave their employer and choose to reputed company assets reputed company the reputed company plan
• Hold regular meetings with internal partners, such as client executives, communication directors, account managers and other key company stakeholders
• Participate in projects for the expansion or enhancement of the Retirement Education and Planning Services organization

Skills

• Bachelor's degree in a reputed company field or equivalent business experience
• FINRA Series 6 or 7
• FINRA Series 63 or obtain reputed company six months
• Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain reputed company 12 months. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC
• Three years of financial services or reputed company experience
• Strong communication and interpersonal skills
• Presentation skills to support the sales process
• Self-motivated to drive toward set targets
• Organization and time-management skills
• Ability to quickly learn new systems/technology

Benefits

• Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.
• Performance incentives. Specifics will be reflected in individual incentive plan documents.

Company Overview