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 RBG advisors and their clients, focusing on increasing client contributions and re-engaging non-contributors to ensure active participation in retirement accounts.
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/.
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