[Remote] Retirement Solution Specialist- Western Territory (WA, OR, CA, NV, AZ, UT, CO) (REMOTE)
Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. The Retirement Solution Specialist will provide concierge support to Retirement Benefit Group advisors and their clients, focusing on increasing client contributions and re-engaging non-contributors to ensure a secure retirement future.
Responsibilities
ā¢ Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation
ā¢ Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions
ā¢ Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up
ā¢ Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations
ā¢ Educate clients on the benefits of regular contributions and the impact on their long-term retirement security
ā¢ Identify clients at risk of moving their assets outside of Equitable and provide tailored rollover product solutions to retain their business in partnership with their Equitable Advisor(s)
ā¢ Analyze client data to identify trends, potential issues, and opportunities for increasing contributions
ā¢ Track and report on key performance metrics related to client contributions and re-engagement efforts
Skills
ā¢ Bachelor's degree in Finance, Business, or a related field
ā¢ Series 6, 63, life, health and variable required
ā¢ Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry
ā¢ Proven experience in financial services, particularly in retirement planning or sales support
ā¢ Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors
ā¢ Excellent problem-solving skills and a proactive approach to client engagement
ā¢ Ability to analyze data and develop strategic plans to increase client contributions
ā¢ Knowledge of retirement plans, contribution strategies, and financial products
ā¢ High level of professionalism and a client-focused mindset
ā¢ Flexible remote
ā¢ Occasional travel may be required for client meetings or branch visits
ā¢ Relevant certifications (e.g., Series 7, Series 66) preferred but not required
Benefits
ā¢ Medical
ā¢ Dental
ā¢ Vision
ā¢ A 401(k) plan
ā¢ Paid time off
Company Overview
ā¢ Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.
Apply tot his job
Apply To this Job
Responsibilities
ā¢ Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation
ā¢ Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions
ā¢ Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up
ā¢ Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations
ā¢ Educate clients on the benefits of regular contributions and the impact on their long-term retirement security
ā¢ Identify clients at risk of moving their assets outside of Equitable and provide tailored rollover product solutions to retain their business in partnership with their Equitable Advisor(s)
ā¢ Analyze client data to identify trends, potential issues, and opportunities for increasing contributions
ā¢ Track and report on key performance metrics related to client contributions and re-engagement efforts
Skills
ā¢ Bachelor's degree in Finance, Business, or a related field
ā¢ Series 6, 63, life, health and variable required
ā¢ Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry
ā¢ Proven experience in financial services, particularly in retirement planning or sales support
ā¢ Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors
ā¢ Excellent problem-solving skills and a proactive approach to client engagement
ā¢ Ability to analyze data and develop strategic plans to increase client contributions
ā¢ Knowledge of retirement plans, contribution strategies, and financial products
ā¢ High level of professionalism and a client-focused mindset
ā¢ Flexible remote
ā¢ Occasional travel may be required for client meetings or branch visits
ā¢ Relevant certifications (e.g., Series 7, Series 66) preferred but not required
Benefits
ā¢ Medical
ā¢ Dental
ā¢ Vision
ā¢ A 401(k) plan
ā¢ Paid time off
Company Overview
ā¢ Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.
Apply tot his job
Apply To this Job