Retirement Plan Advisor
Core
Assist individuals in achieving successful retirement through group and individual presentations to 401(k) and Government 457 plan participants, using data-driven analytical thinking to lead impactful conversations.
Role type
Retirement Plan Advisor (Financial Services)
Builds
Retirement income objectives and financial freedom for plan participants
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Consultative expertise, Strategic thinking, Relationship building, Territory management, Presentation skills, Regulatory compliance documentation
Preferred skills
Salesforce proficiency, Defined contribution plans knowledge, High-level consultative client interactions
Technologies
Salesforce, MS Word, Excel, PowerPoint, Teams
Responsibilities
Conduct Retirement Readiness Reviews and group presentations, Develop strategic partnerships with key stakeholders, Manage meeting schedule including travel, Create and execute business plans, Document interactions in Salesforce, Achieve plan level and individual goals, Participate in client meetings and sales finals
Seniority
Mid-level IC (3-5 years experience)