Retirement Plan Education & Enrollment Advisor

Jobtailor; Dallas (TX); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Cetera is seeking a Retirement Plan Education Specialist to develop and deliver enrollment and education meetings for retirement plan clients and employees, both on-site and virtually. You will drive education programs for 401(k), 403(b), and DB cash balance plans while building strong relationships with plan sponsors and financial professionals.

You will stay up to date with IRS and DOL retirement plan rules, facilitate participation and contributions, and support the sales team with new

Qualifications

• Minimum 3 years’ experience in the financial services industry
• Bachelor’s degree in a relevant course of study required, or relevant experience
• Knowledge of IRS and DOL regulations relating to qualified retirement plans
• FINRA Series 65 or 66 licensing, or ability to obtain within 90 days of employment
• Client Relationship Management (CRM) software experience
• Ability to speak confidently in front of large groups and in one‑on‑one settings
• Willingness and ability to travel up to 50%

Responsibilities

• Develop, lead, and deliver enrollment and education meetings for retirement plan clients and employees
• Set and drive education programs for 401(k), 403(b), and DB cash balance plans
• Build and maintain relationships with plan sponsors and financial professionals
• Serve as liaison between recordkeepers, third-party administrators, financial professionals, and the home office
• Plan and conduct enrollment and education meetings on-site and virtually
• Prepare education programs and collateral
• Drive plan participation and contributions through participant education solutions
• Stay current with retirement plan rules and regulations
• Differentiate Cetera’s retirement plan solutions to drive client retention
• Assist the sales team with new business opportunities
• Cross-sell Cetera solutions and services

Skills

Public Speaking

Relationship Building

Communication Skills

Client Relationship Management

Education

Bachelor’s degree in a relevant field

Tools

CRM Software

Job description

Cetera is seeking a Retirement Plan Education Specialist to develop and deliver enrollment and education meetings for retirement plan clients and employees, both on-site and virtually. You will drive education programs for 401(k), 403(b), and DB cash balance plans while building strong relationships with plan sponsors and financial professionals.

You will stay up to date with IRS and DOL retirement plan rules, facilitate participation and contributions, and support the sales team with new