Retirement Benefits Strategist, Workplace Wealth Sales

UBS; Weehawken (NJ); Presencial; USD 120.000 - 160.000; Jornada completa

Descripción de la vacante

UBS Workplace Wealth Solutions Sales Team seeks an experienced professional to provide expert sales support to Financial Advisors, focusing on retirement and wellness capabilities. You will engage remotely and in person to identify opportunities, educate clients on the value of WWS products, and help close business.

The role requires a Bachelor's degree in business or equivalent, 4+ years of institutional experience, and licenses such as Series 7/66. Travel and strong communication are essential.

Formación

• Bachelor's degree in business or equivalent experience.
• 4+ years of experience supporting institutional clients and/or Financial Advisors.
• Knowledge of retirement plans (401(k)) and retirement consulting services.
• Familiarity with recordkeeping and service providers.
• Investment products knowledge (mutual funds, CITs, separate accounts).
• Excellent verbal and written communication and presentation skills.

Responsabilidades

• Provide expert sales support to Financial Advisors leveraging retirement industry knowledge and UBS capabilities.
• Engage remotely and in person to identify WWS opportunities.
• Educate and promote the value of WWS products to advisors and clients.
• Develop sales strategy for assigned territory to meet WWS goals; coordinate regional meetings.
• Partner with recordkeepers and investment firms; support consultants with opportunities and RFPs.

Conocimientos

Communication skills

Problem solving

Travel readiness

Strategic thinking

Educación

Bachelor's degree in business or equivalent experience

Herramientas

Series 7 license

Series 66 license

Descripción del empleo

UBS Workplace Wealth Solutions Sales Team seeks an experienced professional to provide expert sales support to Financial Advisors, focusing on retirement and wellness capabilities. You will engage remotely and in person to identify opportunities, educate clients on the value of WWS products, and help close business.

The role requires a Bachelor's degree in business or equivalent, 4+ years of institutional experience, and licenses such as Series 7/66. Travel and strong communication are essential.