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Equitable · 19 hours ago

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

United States

Full-time

Remote

Entry, Mid Level

$60K/yr - $60K/yr

1+ years exp

Equitable is a company committed to helping clients secure their financial well-being. The Retirement Solution Specialist will provide dedicated support to targeted Retirement Benefit Group advisors and their clients, focusing on increasing contributions and re-engaging non-contributors to ensure a secure retirement future.

BankingConsultingFinancial Services

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

Qualification

Series 6Series 63Retirement planningFinancial services experienceData analysisManaging multiple prioritiesCommunication skillsInterpersonal skillsProblem-solving skillsClient-focused mindsetCross-functional collaboration