Job Description
– Manager
– Retirement Plan Consultant (2100005S)
Manager
– Retirement Plan Consultant ( 2100005S )
Primary Location
Organization
: Equitable
Schedule
: Full-time
Description
Thank you for your interest in a position with us.
At Equitable, we’re individuals from different cultures and backgrounds with a variety of skills and interests.
Our differences make us stronger as a team.
That’s the power of our Equitable community!
We embrace the diversity of our teams by continuously investing in them while working to be a force for good in the local community.
Apply and start your journey today!
Job Description:
Build and Maintain local relationships with Plan Sponsor clients, including regular on-site visits to discuss ways to improve plan success and promote plan to eligible employees Coordinate, promote and present employee education and enrollment meetings, encouraging employees to participate and maximize contributions to their plan Responsible for increasing plan participation, contribution rates and asset transfers.
Responsible for promoting plan awareness amongst plan participants and building client satisfaction for newly sold clients and existing clients.
Partner and strategize with internal and external business partners to develop presentations that target client needs and align with plan design.
Territory is West Coast.
Attend and present the value of the EQH Holistic platform experience at point of sale meeting with advisors and plan sponsor prospects.
These may be presentations to individual owner/officers, or company board member.
Licensing Requirements:
FINRA Series 6 and 63 must be obtained within 6 months
Valid driver’s license is required
The Retirement Plan Consultant can work remotely from a home based office.
Qualifications
Minimum Qualifications:
3+ years of experience working with Retirement Plans and Financial Advisors
Preferred Qualifications:
Bachelor’s Degree The ideal candidate will have proven success in driving business growth through prepared, concise, and persuasive retirement presentations in a variety of settings Strong ability to communicate success strategy with Plan Sponsors (Owner, CFO, HR Directors etc.) and promote value add of EQH platform-leveraging plan and participant technology, participant service center capabilities, available education material and regular on-site visits to review progress and further engagement Understanding of employee benefits and non-qualified plans Familiarity with defined contribution recordkeeping systems Efficient territory management (travel required) Bilingual in Spanish a plus Extensive knowledge of qualified retirement plans – rules, regulations, industry trends Strong customer service and communication skills Proven ability to increase plan sponsor and participant engagement with EQH platform
About Equitable
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day.
Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable.
Almost 40% of our open jobs are filled with current employees.
In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
Equitable 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 origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.