Oracle Cloud ERP · 4 weeks ago
Retirement Plan Solutions Consultant
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $100K/yr
7+ years expOracle Cloud ERP is seeking a Retirement Plan Solutions Consultant to partner with retirement-focused advisors and drive sales of employer-sponsored plans. The role involves providing consulting support, developing relationships with advisors, and promoting retirement plan business growth through various initiatives.
Information Technology & Services
Responsibilities
Sales Support and Consulting: product and solution consulting, proposal generation, assist with preparation for point-of-sale client meetings, leverage and work with product sponsor’s field teams to support new sales, enrollment, ongoing education, etc
Retirement Plan Business Consulting: support for advisors' efforts to refine their service models, assistance with and advice on client segmentation and business efficiencies, practice manage tool optimization strategies, act as intermediary to respond to advisors' requests for new products and selling agreements, provide technical guidance or source referrals to advisors
Proactive Sales Campaigns: Document activity around outbound calls, scheduled meetings, virtual study groups, group webinars, etc. to promote retirement plan business growth and awareness of resources
Fiduciary Programs: Manage the promotion of the ERISA Advice and Consulting Program and 3(38) Solution. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors
Advisor Training and Education: Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors
Conduct demos of tools and services for both existing and prospective advisors
Productively work together and collaborate with internal partners such as Cetera’s in-house Third-Party Administrator and Regional Growth Teams
Assist advisors with issue resolution
Qualification
Required
7+ years with a focus in the retirement plan industry (401k, etc.)
Bachelor's Degree (Degree in Business, Economics, Marketing or Communications preferred)
Microsoft Office (required)
Excellent verbal and written communication skills are required
Positive, customer focused attitude and demeanor with a desire to provide outstanding service
Work well in groups and have good problem-solving skills
Preferred
Designations or qualifications preferred AIF, CRPS, C(k)P or other retirement industry specific designations
Salesforce.com (preferred)
Fi360 Toolkit (preferred)
Ideal candidate would have experience in an advisor facing role within a broker-dealer, DCIO asset manager, Recordkeeper, Etc
Benefits
A generous incentive compensation package
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase