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

Equitable; Town of Texas (WI); Remote; USD 80,000; Full time

Job summary

This innovative firm seeks a Retirement Plan Consultant to enhance plan success across multiple states. The role involves building strong relationships with clients, conducting engaging presentations, and promoting the benefits of retirement plans. With a focus on collaboration and effective communication, you will work closely with stakeholders to tailor solutions that meet client needs. Join a dedicated team committed to helping clients secure their financial futures while enjoying comprehensive benefits and growth opportunities in a supportive environment.

Benefits

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Qualifications

• 3+ years of experience with Retirement Plans and Financial Advisors.
• Proven success in delivering concise, persuasive retirement presentations.

Responsibilities

• Build and maintain relationships with Plan Sponsor clients through on-site visits.
• Coordinate and present employee education and enrollment meetings.

Skills

Effective communication skills

Presentation skills

Collaborative teamwork

Knowledge of financial services regulations

Ability to manage multiple priorities

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.

Overview

At Equitable, our strength lies in our diverse and talented people. We foster an inclusive environment where differences make us stronger. Join us to work with dynamic individuals, develop your skills, and explore innovative ways of working. Are you ready to unlock your potential?

Territory

This role covers: NC, SC, TN, GA, AL, MS, FL, TX & LA.

Key Responsibilities

1. Build and maintain relationships with Plan Sponsor clients through on-site visits to enhance plan success and promote the plan to employees.
2. Coordinate, promote, and present employee education and enrollment meetings to maximize participation and contributions.
3. Increase plan participation, contribution rates, and asset transfers while building awareness among plan participants.
4. Partner with internal and external stakeholders to develop tailored presentations that meet client needs and align with plan design.
5. Present the value of the EQH Holistic platform at sales meetings with advisors and prospects, including presentations to owners, officers, or board members.

Compensation and Benefits

The base salary is $80,000, with eligibility for variable compensation. Equitable offers comprehensive benefits including medical, dental, vision, a 401(k), and paid time off. For details, refer to the Equitable Total Rewards Program.

Qualifications

• 3+ years of experience with Retirement Plans and Financial Advisors.
• FINRA Series 6 and 63 within 180 days.
• Bachelor's Degree.
• Proven success in delivering concise, persuasive retirement presentations.
• Strong communication skills to engage Plan Sponsors and promote the EQH platform.
• Knowledge of employee benefits, non-qualified plans, and recordkeeping systems.
• Ability to manage territory efficiently, including travel.
• Extensive knowledge of qualified retirement plans, industry trends, and regulations.

Preferred Qualifications

• Bilingual in Spanish is a plus.

Skills

• Effective communication and presentation skills.
• Collaborative approach to cross-functional teamwork.
• Knowledge of financial services industry trends and regulations.
• Ability to manage multiple priorities effectively.

About Equitable

We are a team of over ten thousand dedicated professionals committed to helping clients secure their financial futures. We value innovation, diversity, and community involvement. We invest in our people through growth opportunities, comprehensive benefits, and a collaborative culture.

Equal Opportunity Employment

Equitable provides equal employment opportunities regardless of race, color, religion, gender, age, national origin, disability, sexual orientation, veteran status, or genetic information. We participate in E-Verify. For accommodations, contact Human Resources at [phone] or [e-mail].

Locations and Schedule

Remote, United States. Full-time, Mid-Senior level, in the fields of Finance and Sales.