Retirement Plan Specialist $70k-90k
Charlotte, NC 28209 US
Retirement Plan Specialist 70k-90k
- Serve as a liaison between the Retirement Sales Consultants and our clients
- Assist Retirement Consultants with proposal generation for qualified plans coordinating with the sales desks of our product sponsor’s
- Respond to inbound inquiries from our advisors around the technical aspects of employer sponsored plans
- Work alongside the Retirement Plan Consultants in outbound efforts for various campaigns
- Maintain the current marketing collateral for our advisors that we make available along with sourcing new value add content from our product sponsors
- Experience and Knowledge in ADP/ACP testing, 5500’s, explaining testing results to clients
- Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors
- Productively work together and collaborate with other home office departments
What You Need To Have
- Bachelor's Degree
- 3 + years with a focus in the retirement plan industry (401k, etc.)
- Licenses preferred: Series 6/7/63
- Microsoft Office (required), Salesforce.com (preferred)
- Excellent verbal and written communication skills
- Positive, customer focused attitude and demeanor with a desire to provide outstanding service.
- Work well in groups and have good problem-solving skills.
- Cetera Retirement Plan Solutions is a fast-growing dynamic division. Individuals will need to be able to multi-task and adjust quickly to the changing environment.
Meet Your Recruiter
I Joined CPS, inc’s Employee Benefits division earlier this year and feel like I’ve found my home. I recruit at all levels of experience within the qualified and nonqualified retirement plan industry. My expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. When I’m not in the office I enjoy spending time with my friends and family. You can find me refereeing for IHSA on the weekends and perfecting my euro-step like Lebron… Even though he travels… Get in touch with me about opportunities or if you want to chat about the latest games.