Retirement Financial Consultant
Core
Deliver comprehensive retirement and financial wellness advice and education to participants within employer-sponsored plans, guiding them through key decision points that influence long-term financial success.
Role type
Senior IC Retirement Financial Consultant
Builds
Managed account solutions and personalized retirement planning strategies for employer-sponsored plan participants
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Retirement planning acumen, sales capability, relationship cultivation, policy communication, distribution strategy guidance, multi-priority management, Windows/Microsoft Office proficiency, Salesforce navigation, regulatory compliance (IAR)
Preferred skills
Strong consulting skills, self-starter mindset, quick learning ability, innovative tool usage
Responsibilities
Cultivate customer relationships by delivering personalized service and responding to plan/policy questions, relay accurate information and provide clear communication of policies, retain assets through education on distribution options, engage in dialogue to educate customers on informed distribution decisions and tax implications, deliver optimal solutions in every interaction, engage with peers to problem solve and deliver results, use innovative tools to find best options for retirement-planning needs, meet monthly and annual sales and service goals