Retirement Plan Enrollment Specialist

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

• Develop, lead, and deliver employee 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

Requirements

• 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%

Core Competencies

Demonstrates expertise in developing and delivering educational programs for retirement plans, with a strong focus on client relationship management and compliance with IRS and DOL regulations. Proven ability to drive plan participation and contributions through effective communication and education strategies.

Highest-signal resume keywords

• Retirement Plan Education


• Client Relationship Management


• IRS and DOL Regulations Knowledge


• FINRA Series 65 or 66 Licensing


• Financial Services Industry Experience

Hard Skills

• Retirement Plan Solutions


• 401(k) Plan Knowledge


• 403(b) Plan Knowledge


• DB Cash Balance Plans


• Participant Education Solutions

Soft Skills

• Public Speaking


• Relationship Building


• Communication Skills

Certifications & Qualifications

• FINRA Series 65


• FINRA Series 66

Industry Keywords

• Employee Enrollment


• Education Meetings


• Plan Participation


• Client Retention


• Sales Support

Tools & Technologies

• CRM Software