Retirement Plan Advisor
Core
Assist individuals in achieving successful retirement through group and individual presentations for 401(k) and 457b plan participants.
Role type
Retirement Plan Advisor
Builds
Group and individual retirement planning sessions for defined contribution plans
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Consultative sales, strategic partnership building, territory management, data-driven analytical thinking, regulatory compliance documentation
Preferred skills
Salesforce proficiency, defined contribution plan knowledge, high-level consultative client interaction experience
Technologies
Salesforce, MS Word, Excel, PowerPoint, Teams
Responsibilities
Conduct Retirement Readiness Reviews and group presentations; Develop strategic partnerships with key stakeholders; Manage meeting schedules and travel; Create and execute business plans to drive retirement income objectives; Document interactions in Salesforce; Achieve plan level and individual goals.
Seniority
Mid-level, hands-on IC