Retirement Education Specialist (On-Site & Virtual)

Cetera Financial Group; Dallas (TX); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision, and life ins.

401(k) with company match

Paid time off & holidays

Parental leave

HSA/FSA options

Job summary

Cetera Financial Group is seeking a Retirement Counselor in Dallas, TX to develop and lead employee enrollment and education meetings for retirement plan clients, both on-site and virtual. The role requires speaking confidently to large groups and individuals, with knowledge of retirement plans and investment portfolios.

You will drive program enhancements, build sponsor relationships, coordinate with third-party partners, and assist the sales team with new opportunities while staying current on

Qualifications

• 3+ years of experience in financial services
• Knowledge of IRS and DOL regulations relating to qualified retirement plans

Responsibilities

• Setting and driving education programs for retirement plan clients – including 401(k), 403(b), and DB cash balance plans
• Building and maintaining strong relationships with plan sponsors and financial professionals
• Serving as liaison between 3rd party partners and home office in relation to education programs
• Planning and conducting enrollment and education meetings – both on-site and virtually
• Preparing education programs and collateral
• Driving plan participation and overall plan contributions through participant education solutions
• Staying current with changing retirement plan rules and regulations
• Differentiating Cetera's retirement plan solutions to drive client retention
• Assist the sales team with new business opportunities as needed
• Cross sell Cetera solutions and services

Skills

Public speaking

CRM software experience

Relationship building

Education

Bachelor's degree

Tools

CRM software

Job description

Cetera Financial Group is seeking a Retirement Counselor in Dallas, TX to develop and lead employee enrollment and education meetings for retirement plan clients, both on-site and virtual. The role requires speaking confidently to large groups and individuals, with knowledge of retirement plans and investment portfolios.

You will drive program enhancements, build sponsor relationships, coordinate with third-party partners, and assist the sales team with new opportunities while staying current on