Retirement Consultant for Roll over
Core
Deliver personalized retirement planning consultations and rollover solutions to active and terminated participants in employer-sponsored plans.
Role type
Retirement Consultant (Financial Advisor)
Builds
Retirement account consolidation, investment strategies, and rollover solutions for individual customers.
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Retirement planning expertise, IRA and qualified plan knowledge, customer relationship management, inbound/outbound sales, financial product recommendations, regulatory compliance, goal-oriented performance, multi-priority management, English fluency
Preferred skills
Recordkeeping system proficiency, Salesforce experience, financial wellness consulting, taxable investment strategy knowledge
Technologies
Microsoft Office (Word, Excel, PowerPoint), PC-based file management, recordkeeping systems, Salesforce
Responsibilities
Consult with participants to assess retirement needs, provide rollover and investment recommendations, manage inbound/outbound calls, resolve service issues, communicate plan policies accurately, identify referral opportunities, meet asset growth and retention goals
Seniority
Individual Contributor, entry-to-mid level