The Retirement Plan Advisor is responsible for driving new retirement plan business through lead generation, pipeline management, and impactful presentations. This role focuses on the pre-sale and sales process, collaborating with internal teams to secure client meetings and showcase the firm’s retirement plan and workplace to wealth solutions.
Essential Duties and Responsibilities
- Identify and qualify retirement plan prospects through various channels, including networking with COIs, attending industry events, and utilizing digital marketing strategies.
- Manage a robust sales pipeline, nurturing leads with personalized communication and targeted strategies to schedule meetings and secure client buy-in for presentations.
- Collaborate with retirement client relationship and operations teams and other business line representatives to build a unified presence during prospect meetings, showing the comprehensive expertise the firm offers.
- Develop and deliver compelling presentations that highlight the value proposition of the firm’s retirement plan and workplace to wealth solutions, demonstrating a deep understanding of ERISA regulations
Qualifications, Skills and Requirements:
- Proven track record of exceeding sales goals.
- Strong understanding of ERISA regulations and fiduciary best practices.
- Excellent communication, presentation, and interpersonal skills.
- Demonstrated discipline maintaining sales pipeline information in a CRM, Salesforce preferred.
- Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
Education, Training and Experience:
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales.
- 1 – 2 years of retirement plan related experience required
- 2 – 5 years of industry related sales experience preferred
- Series 65
- Series 7 plus 66 if allowed by state law
- Certified Financial Planner™ (CFP®) or Chartered Financial Analyst® (CFA®)
