Senior Workplace Strategist
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 financial planning consultant
Builds
Managed account solutions and retirement planning strategies
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement planning acumen, sales, relationship cultivation, policy communication, distribution guidance, tax implication analysis, multi-priority management, software proficiency (Windows, MS Office, Salesforce)
Preferred skills
Strong consulting skills, self-starter mindset, quick learning ability
Technologies
Salesforce, Windows, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Cultivate customer relationships by delivering personalized service and responding to plan/policy questions, relay accurate information and communicate policies clearly, retain assets through education on distribution options, engage customers in dialogue regarding informed distribution decisions and tax implications, deliver optimal solutions in every interaction, engage with peers to problem solve and deliver results, meet monthly and annual sales and service goals
Seniority
Senior, hands-on IC