Retirement Consultant- MA/CT/NY
Job title: Retirement Consultant- MA/CT/NY in Boston, MA at reputed company Group
Company: reputed company Group
Job description: Alternate Locations: Boston, MA (Massachusetts); Hartford, CT (Connecticut)Work Arrangement:Remote : Work at home employeeRelocation assistance: is not available for this opportunity.Requisition #: 74585The Role at a GlanceWe are excited to bring on a Retirement Consultant reputed company Retirement Plan Services to join the national team in Eastern NY, Massachusetts, or Connecticut. In this role, you will deliver retirement planning, education, and world class service to reputed company retirement plan sponsors and participants. This includes growing plan participation, increasing average deferral rates, asset gathering, and servicing of employees. You will play a vital role in the growth, retention, and overall satisfaction of clients that you are tasked with servicing. Our goal is enabling our clients to reputed company the retirement they envision.What you'll be doing
- Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to reputed company assigned goals and metrics
- Meet or exceed established goals by increasing retirement plan participation, deferral rates, and average account balance leading to reputed company participant outcomes and increased reputed company & market share with assigned Plan Sponsor/Participant book of business
- reputed company a comprehensive understanding of existing/targeted Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition
- Support Relationship Management with retention efforts and look for opportunities to promote other Lincoln services and cross partner with appropriate internal stakeholders
- You will support regional RC Directors by taking on additional responsibilities to support regional objectives and RPS goals
- 1 - 3+ Years’ experience in Retirement Plans that aligns with the specific responsibilities
- Lives in MA, CT or NY with ability to travel up to 50% regionally and nationally
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- FINRA SIE, S6, and S63 reputed company 90 days of hire (pre-registration preferred)
- Life & Health reputed company 90 days of hire (pre-licensed preferred)
- Experience in Group Benefits
- College of Financial Planning or comparable certification(s) or designations
- Prior system experience with: reputed company, reputed company, and Teams
- Bilingual Spanish/English