Retirement Plan Consultant (Territory: NC, SC, TN, GA, AL, MS, FL, TX & LA)

Equitable; Georgia (VT); Remote; USD 80,000; Full time

Job summary

An established industry player is seeking a Retirement Plan Consultant to enhance client relationships and drive plan success. This role involves engaging with Plan Sponsors, presenting educational meetings, and strategizing with business partners to tailor solutions. The ideal candidate will leverage their expertise in retirement plans to increase participation and satisfaction among clients. Join a dynamic team committed to financial well-being and professional growth, where your contributions will make a significant impact in the community.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Paid Time Off

Qualifications

• 3+ years of experience with Retirement Plans and Financial Advisors.
• Strong ability to communicate success strategy with Plan Sponsors.

Responsibilities

• Build and maintain relationships with Plan Sponsor clients.
• Coordinate and present employee education and enrollment meetings.

Skills

Retirement Plans

Financial Advisory

Effective Communication

Customer Service

Presentation Skills

Territory Management

Education

Bachelor's Degree

Job description

Retirement Plan Consultant (Territory: NC, SC, TN, GA, AL, MS, FL, TX & LA)

Join to apply for the Retirement Plan Consultant (Territory: NC, SC, TN, GA, AL, MS, FL, TX & LA) role at Equitable

Retirement Plan Consultant (Territory: NC, SC, TN, GA, AL, MS, FL, TX & LA)

1 week ago Be among the first 25 applicants

Join to apply for the Retirement Plan Consultant (Territory: NC, SC, TN, GA, AL, MS, FL, TX & LA) role at Equitable

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The territory for this role includes: NC, SC, TN, GA, AL, MS, FL, TX & LA

Key Job Responsibilities

• Build and Maintain local relationships with Plan Sponsor clients, including regular on-site visits to discuss ways to improve plan success and promote plan to eligible employees
• Coordinate, promote and present employee education and enrollment meetings, encouraging employees to participate and maximize contributions to their plan Responsible for increasing plan participation, contribution rates and asset transfers.
• Responsible for promoting plan awareness amongst plan participants and building client satisfaction for newly sold clients and existing clients.
• Partner and strategize with internal and external business partners to develop presentations that target client needs and align with plan design.
• Attend and present the value of the EQH Holistic platform experience at point of sale meeting with advisors and plan sponsor prospects. These may be presentations to individual owner/officers, or company board member.
  
  

The base salary for this position is $80,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

Required Qualifications

3+ years of experience working with Retirement Plans and Financial Advisors

• FINRA Series 6 and 63 must be obtained within 180 days
• Bachelor's Degree
• The ideal candidate will have proven success in driving business growth through prepared, concise, and persuasive retirement presentations in a variety of settings
• Strong ability to communicate success strategy with Plan Sponsors (Owner, CFO, HR Directors etc.) and promote value add of EQH platform-leveraging plan and participant technology, participant service center capabilities, available education material and regular on-site visits to review progress and further engagement
• Understanding of employee benefits and non-qualified plans
• Familiarity with defined contribution recordkeeping systems
• Efficient territory management (travel required)
• Extensive knowledge of qualified retirement plans – rules, regulations, industry trends
• Strong customer service and communication skills
• Proven ability to increase plan sponsor and participant engagement with EQH platform
  
  

Preferred Qualifications

Bilingual in Spanish a plus

Skills

Communicating for Impact: 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.

Cross-functional Collaboration: 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.

Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients.

Managing Multiple Priorities: 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.

About Equitable

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at [phone] or email us at [e-mail].

Primary Location

UNITED STATES-Remote

Other Locations

UNITED STATES-AL, UNITED STATES-LA, UNITED STATES-NC, UNITED STATES-FL, UNITED STATES-TN, UNITED STATES-SC, UNITED STATES-TX, UNITED STATES-GA, UNITED STATES-MS

Organization

Equitable

Schedule

Full-time

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Equitable by 2x

Sign in to set job alerts for “Retirement Consultant” roles.

Sr Retirement Plan / 401k Advisory Sales Consultant

Retirement Plan Consultant II - Clarke, Barrow & Walton County, GA

Employee Benefits Senior Account Manager

Sandy Springs, GA $50,000.00-$250,000.00 1 week ago

Johns Creek, GA $50,000.00-$250,000.00 1 week ago

East Point, GA $50,000.00-$250,000.00 1 week ago

Milton, GA $50,000.00-$250,000.00 1 week ago

Mableton, GA $50,000.00-$250,000.00 1 week ago

Smyrna, GA $50,000.00-$250,000.00 1 week ago

Union City, GA $50,000.00-$250,000.00 1 week ago

Dunwoody, GA $50,000.00-$250,000.00 1 week ago

Brookhaven, GA $50,000.00-$250,000.00 1 week ago

Stonecrest, GA $50,000.00-$250,000.00 1 week ago

Chamblee, GA $50,000.00-$250,000.00 1 week ago

Tucker, GA $50,000.00-$250,000.00 1 week ago

Employee Benefits Senior Account Manager

Dalton, GA $50,000.00-$250,000.00 1 week ago

Stockbridge, GA $50,000.00-$250,000.00 1 week ago

McDonough, GA $50,000.00-$250,000.00 1 week ago

Employee Health & Benefits Sr. Account Manager

Woodstock, GA $50,000.00-$250,000.00 1 week ago

Canton, GA $50,000.00-$250,000.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.