Senior Workplace Planning 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 their long-term financial success.
Role type
Senior IC financial planning consultant
Builds
Managed account solutions and retirement distribution strategies
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Retirement planning, IRA knowledge, sales, relationship building, policy communication, distribution strategy, financial education, multi-priority management, software proficiency (Windows, Office, Salesforce)
Preferred skills
Consulting skills, self-starter mindset, strong written/verbal/presentation skills
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 provide clear communication of policies and procedures; Retain assets through education and guidance of distribution options; Engage in dialogue to educate customers on informed distribution decisions and tax implications; Deliver optimal solutions to customers 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.