Retirement Solution Specialist- Western Territory (WA, OR, CA, NV, AZ, UT, CO) (REMOTE)
About the position At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. The Retirement Solution Specialist will provide dedicated concierge support to targeted RBG (Retirement Benefit Group) advisors and their clients. This role focuses on increasing in-force client contributions and re-engaging non-contributors to restart their contributions. The goal is to ensure participants are actively contributing to their retirement accounts, leading to a more secure retirement future.
Responsibilities
- Concierge Support: Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation.
- Client Engagement: Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions.
- Contribution Enhancement: Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up.
- Advisor Collaboration: Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations.
- Client Education: Educate clients on the benefits of regular contributions and the impact on their long-term retirement security.
- Rollover Solutions: 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)
- Data Analysis: Analyze client data to identify trends, potential issues, and opportunities for increasing contributions.
- Reporting: Track and report on key performance metrics related to client contributions and re-engagement efforts.
Requirements
- Bachelor’s degree in Finance, Business, or a related field.
- Series 6, 63, life, health and variable required.
- Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry.
- Proven experience in financial services, particularly in retirement planning or sales support.
- Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors.
- Excellent problem-solving skills and a proactive approach to client engagement.
- Ability to analyze data and develop strategic plans to increase client contributions.
- Knowledge of retirement plans, contribution strategies, and financial products.
- High level of professionalism and a client-focused mindset.
- Flexible remote
- Occasional travel may be required for client meetings or branch visits
- Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.
- Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
- Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients.
- Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Nice-to-haves
- Relevant certifications (e.g., Series 7, Series 66) preferred but not required.
Benefits
- For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.
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