Remote Retirement Solutions Specialist

Equitable; Boise (ID); On-site; USD 60,000 - 80,000; Full time

Job summary

Equitable seeks a Retirement Solutions Specialist (RSS) to join our Group Retirement team. The RSS provides concierge-level support to Retirement Benefits Group advisors and clients, driving retirement readiness through outreach, education, and data-driven insights.

The role emphasizes proactive engagement, asset consolidation opportunities, and retention of retirement assets within Equitable. Remote work is supported with core hours 9:00am–6:00pm Pacific Time; periodic office visits may be

Qualifications

• Bachelor’s degree or relevant professional work experience.
• FINRA Series 6 and 63, active upon hire.
• Life, Health, and Variable licenses, active or ability to obtain within 30 days of hire.
• 2+ years professional experience in a sales support or client-facing role within financial services.
• Preferred: Retirement Services experience.
• FINRA Series 7 and 65 registrations, highly desired.
• Strong communication and interpersonal skills, with ability to build relationships with clients and advisors.
• Problem-solving skills and proactive client engagement.
• Ability to analyze data and develop strategic plans to increase client contributions.
• Knowledge of retirement plans and contribution strategies.

Responsibilities

• Proactive Client Outreach to discuss retirement savings and contribution activity.
• Engage clients who paused or stopped contributions and help restart them.
• Identify opportunities to increase existing retirement plan contributions.
• Provide dedicated support to assigned advisors and their clients.
• Collaborate with advisors to identify opportunities within existing books of business.
• Educate clients on retirement savings concepts and plan features.
• Identify asset consolidation and rollover opportunities with client guidance.
• Review and analyze client/advisor data to identify trends and opportunities.
• Maintain timely follow-up with clients and advisors to move opportunities forward.
• Document interactions and opportunities in applicable systems per policy.

Skills

Communicating for Impact

Cross-functional Collaboration

Financial Services Industry

Managing Multiple Priorities

Education

Bachelor’s degree or relevant professional work experience

Job description

Equitable seeks a Retirement Solutions Specialist (RSS) to join our Group Retirement team. The RSS provides concierge-level support to Retirement Benefits Group advisors and clients, driving retirement readiness through outreach, education, and data-driven insights.

The role emphasizes proactive engagement, asset consolidation opportunities, and retention of retirement assets within Equitable. Remote work is supported with core hours 9:00am–6:00pm Pacific Time; periodic office visits may be