Retirement Plans Sales Specialist

Jobtailor

Minneapolis (MN)

On-site

USD 65,000 - 95,000

Full time

13 days ago

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Job summary

Jobtailor is seeking an experienced retirement plan sales specialist to assist advisors with sales strategies, plan selection, and regulatory compliance. You will drive plan sales, cover inbound calls, and respond to advisor inquiries while collaborating with product, marketing, and sales teams.

Ideal candidates have 2+ years in financial services, active Series 7 and state registrations or the ability to obtain within 120 days, plus knowledge of IRAs and 401(k)/403(b) plans.

Qualifications

Bachelor’s degree or equivalent in a related field required.
2+ years’ experience in financial services industry, financial sales, or financial wholesaling with proven phone skills.
Active Series 7 or ability to obtain within 120 days.
Active State securities agent registration (S63 or S66) or ability to obtain within 120 days.
Active State IAR registration (S65 or S66) or ability to obtain within 120 days.
Must have a clean compliance record.
Understanding of IRAs, 401(k)s, 403(b)s and related plans.
Proven ability to establish rapport and credibility quickly.
Open to sales call coaching.
Excellent communication and influencing skills.
Independent self-starter with strong teamwork orientation and relationship skills.
Good understanding of retirement plans, including IRAs, Qualified Plans, and Cash Balance Plans.
Ability to articulate complex information clearly and concisely.
Excellent telephone communication skills.
Strong organizational skills and ability to manage multiple priorities.
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States.
CFP, ChFC, CRPC, CRPS and RICP designations preferred.
Experience as a financial planner or financial advisor preferred.
Experience with Ameriprise Financial product suite preferred.
Knowledge of the Ameriprise field structure preferred.
Demonstrated sales and coaching experience and understanding of the wholesaling process preferred.

Responsibilities

Provide retirement plan expertise to help advisors with sales strategies, plan selection, and regulatory compliance.
Drive retirement plan sales through consultative inbound calls.
Cover inbound queue and outbound calls to support the partnered region.
Respond to inbound calls and emails from advisors.
Serve as SME for team members and internal stakeholders.
Maintain relationships with product, marketing, and retirement sales teams.
Track activity in Salesforce.com.
Use Microsoft Teams for advisor sales interactions when needed.
Complete required coursework to remain compliant with regulations.
Support advisors across IRAs, 401(k)s, 403(b)s, 457, defined benefit plans, RMD and SEPP calculations, and retirement income strategies.

Skills

Phone Sales Skills

Relationship Building

Communication Skills

Sales Coaching

Teamwork Orientation

Organizational Skills

Retirement Plans Knowledge

Education

Bachelor’s degree or equivalent in a related field

Active Series 7 license

State securities registrations (S63/S66) or ability to obtain

Active IAR registration (S65/S66) or ability to obtain

CFP

ChFC

CRPC

CRPS

RICP

Tools

Salesforce.com

Microsoft Teams

Job description

Use technical retirement plan expertise to help advisors with sales strategies, plan selection, rules/regulations, and appropriate solutions via consultative inbound calls
Drive retirement plan sales
Cover the inbound phone queue and make some outbound calls/case work to support the partnered region
Respond to inbound calls and emails from advisors
Serve as a subject matter expert for team members and internal stakeholders
Provide flexibility in queue coverage and participate in team meetings
Maintain working relationships with product partners, marketing, sales strategy, and retirement sales teams
Track all activity accurately in Salesforce.com
Use Microsoft Teams for advisor sales interactions when needed
Complete required coursework to maintain compliance with state and federal regulations and licenses
Support advisors across IRAs, business retirement plans, 403(b), 457, defined benefit plans, RMD and SEPP calculations, retirement accumulation/distribution strategies, and retirement income strategies

Requirements

Bachelor’s Degree or equivalent in a related field
2+ years’ experience in financial services industry, financial sales, or financial wholesaling with proven phone skills
Active Series 7 or ability to obtain within 120 days
Active State securities agent registration (S63 or S66) or ability to obtain within 120 days
Active State IAR registration (S65 or S66) or ability to obtain within 120 days
Must have a clean compliance record
Understanding of IRAs, 401(k)s, 403(b)s and related plans
Proven ability to establish rapport and credibility quickly
Open to sales call coaching
Excellent communication and influencing skills
Independent self-starter with strong teamwork orientation and relationship skills
Good understanding of retirement plans, including IRAs, Qualified Plans, and Cash Balance Plans
Ability to articulate complex information clearly and concisely
Excellent telephone communication skills
Strong organizational skills and ability to manage multiple priorities
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
CFP, ChFC, CRPC, CRPS and RICP designations preferred
Experience as a financial planner or financial advisor preferred
Experience with Ameriprise Financial product suite preferred
Knowledge of the Ameriprise field structure preferred
Demonstrated sales and coaching experience and understanding of the wholesaling process preferred

Core Competencies

Demonstrates expertise in retirement plans, including IRAs and 401(k)s, while effectively driving sales through consultative interactions with advisors. Maintains compliance with state and federal regulations and possesses strong communication and relationship-building skills.

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