Retirement Plan Enrollment Specialist

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

Job summary

Cetera Financial Group Inc. is seeking a Retirement Counselor to design and deliver employee enrollment and education meetings for retirement plans, both at client sites and virtually.

The role requires speaking confidently to groups and individuals, with knowledge of retirement plans. Expect travel up to 50% and a base salary of $75,000–$90,000 plus performance-based bonus in Dallas, TX.

Qualifications

• Minimum of 3 years’ experience in financial services industry.
• 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).
• CRM software experience

Responsibilities

• Deliver and lead enrollment and education meetings for retirement plan clients on-site and virtually.
• Build relationships with plan sponsors and financial professionals.
• Coordinate with third-party partners to support education programs.
• Prepare education materials and collateral for participants.

Skills

Financial services experience

IRS/DOL regulations knowledge

CRM software experience

Education

Bachelor's degree

Tools

CRM software

Job description

At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization. We are currently seeking to add a Retirement Counselor to our growing team. The Retirement Counselor is responsible for developing, leading, and delivering employee enrollment and education meetings for retirement plan clients and their employees, both on-site at client locations and virtually. This individual will possess the ability to speak confidently in front of large groups and individuals in a one-on-one setting. The Retirement Counselor will speak with knowledge of retirement plans and investment portfolios and will lead and implement program enhancements for presentations and materials for participant education.

What You’ll Do:

• 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 (recordkeepers, third party administrators and financial professionals) 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
• Stay 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

What You Need to Have:

• Minimum of 3 years’ experience in financial services industry
• Bachelor’s degree required in relevant course of study, 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

Travel:

Up to 50%

Compensation:

The base salary range for this role in Dallas, TX is $75,000-$90,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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