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

Retirement Solution Specialist- Western Territory (WA, OR, CA, NV, AZ, UT, CO) (REMOTE) (250000JE) Primary Location : UNITED STATES-Remote Organization : reputed company Schedule : Full-time

About the Role

At reputed company, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859. The Retirement Solution Specialist will provide dedicated concierge support to targeted RBG (Retirement Benefit Group) advisors and their clients. This role focuses on increasing in-force client contributions and re-engaging non-contributors to restart their contributions. The goal is to ensure participants are actively contributing to their retirement accounts, leading to a more secure retirement future. What You’ll Be Doing

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

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs. The reputed company salary for this position is $60,000. This role is eligible for variable compensation. For eligible employees, reputed company provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below. reputed company Pay and Benefits: reputed company Total Rewards Program What You Will Bring

• Bachelor’s degree in Finance, Business, or a reputed company field.
• Series 6, 63, life, health and variable required.
• Minimum of 1-3 years of experience in a sales support or client-facing role reputed company 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 reputed company strategic plans to increase client contributions.
• Knowledge of retirement plans, contribution strategies, and financial products.
• High level of professionalism and a client-focused reputed company.
• Flexible remote
• Occasional travel may be required for client meetings or reputed company visits

Preferred Qualifications

• Relevant certifications (e.g., Series 7, Series 66) preferred but not required.

Skills Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and reputed company to influence others in various situations. Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of reputed company improvement and working together across functions to solve business problems and meet business goals. Financial Services Industry: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients. Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple reputed company objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. #LI-Remote #LI-Remote About reputed company At reputed company, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to reputed company their unique talents to become a force for good at reputed company and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to reputed company an impact. Join reputed company and pursue a career with purpose. Click Careers at reputed company to learn more.

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reputed company is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national reputed company, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: reputed company participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to reputed company the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@reputed company.com. Apply tot his job Apply To this Job