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PlanMember Financial Corporation · 11 hours ago

Regional Manager - St. Louis

United States

Full-time

Remote

Senior Level

$75K/yr - $95K/yr

5+ years exp

PlanMember Financial Corporation is a provider of investment advisory and retirement planning services for local unions. The Regional Manager will manage relationships with local unions, conduct retirement planning workshops, and provide investment advisory services to clients.

Financial ServicesFinTechInsurance

Hiring Manager

Kimberly Globerman

Responsibilities

Manage relationships with various local unions from the business manager level through other levels of the organization including business agents, executive board members, chief stewards and stewards to gain access to the membership of the local

Prospect other locals and unions in the region through referrals from existing relationships and contacts made at national conferences

Retirement Plan Sales IRC Codes 401(k), 457(b), 403(b)

Assist with non-plan assets often held by participants to produce sales of financial products

Conduct educational workshops focusing on the fundamental principles of the retirement planning process as well as saving for retirement

Conduct one-one-one consultations that develop from workshops to provide individualized advice

Provide advice to plan participants about topics which will include asset allocation, mutual funds, stable value fund, market volatility, avoiding common investment mistakes, account performance, rebalancing, dollar-cost-averaging, withdrawal strategies, beneficiary designation, required minimum distributions, plan loans, etc

Provide Retirement Income and Investment Planning Services to people who are transitioning into retirement including budgeting of retirement expenses, examining available assets and income and risk tolerance assessments. Create a written analysis of their ability to retire

Encourage members to start planning early and create a plan showing whether they are on track to meet their retirement goals

Explain the benefits of keeping balances in the plan at retirement

Conduct Annual Account Reviews

Keep current with product offerings and industry trends to face competition and retain clients

Create and implement an effective business plan

Limited regional travel required

Qualification

Retirement Plan SalesFINRA License 7FINRA License 65FINRA License 63FINRA License 66Life Insurance LicenseCFP® CertificationSales ExperienceFinancial Services ExperienceRelationship BuildingActive ListeningTime ManagementTeam PlayerVerbal CommunicationWritten CommunicationDetail Oriented

Required

Minimum of 5 years of sales / retirement planning / financial services experience

College degree required

The following FINRA licenses are required: FINRA LICENSE – 7, FINRA LICENSE - 65, FINRA LICENSE – 63 or FINRA LICENSE - 66

Preferred

Experience with unions preferred but not required

Life insurance license as well as other designations such as CFP® preferred

Benefits

Medical

Dental

Vision

401k company match

PTO

And more

Company

PlanMember Financial Corporation

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regionally-based Financial Centers located across the country.

Founded in 1990

Carpinteria, California, USA

51-200 employees