[Remote] Retirement Solution Specialist- Western Territory (WA, OR, CA, NV, AZ, UT, CO) (REMOTE)

Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. The Retirement Solution Specialist will provide concierge support to Retirement Benefit Group advisors and their clients, focusing on increasing client contributions and re-engaging non-contributors to ensure a secure retirement future.

Responsibilities

• Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation
• Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions
• Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up
• Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations
• Educate clients on the benefits of regular contributions and the impact on their long-term retirement security
• Identify clients at risk of moving their assets outside of Equitable and provide tailored rollover product solutions to retain their business in partnership with their Equitable Advisor(s)
• Analyze client data to identify trends, potential issues, and opportunities for increasing contributions
• Track and report on key performance metrics related to client contributions and re-engagement efforts

Skills

• Bachelor's degree in Finance, Business, or a related field
• Series 6, 63, life, health and variable required
• Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry
• Proven experience in financial services, particularly in retirement planning or sales support
• Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors
• Excellent problem-solving skills and a proactive approach to client engagement
• Ability to analyze data and develop strategic plans to increase client contributions
• Knowledge of retirement plans, contribution strategies, and financial products
• High level of professionalism and a client-focused mindset
• Flexible remote
• Occasional travel may be required for client meetings or branch visits
• Relevant certifications (e.g., Series 7, Series 66) preferred but not required

Benefits

• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

Company Overview

• Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families. It was founded in 1859, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://equitable.com/.

Apply To This Job