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Cetera Financial Group · 4 days ago

Associate Retirement Plan Solutions Specialist

Des Moines, IA

Full-time

Hybrid

Mid Level

$60K/yr - $75K/yr

3+ years exp

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Associate Retirement Plan Solutions Specialist will assist TPA Sales Consultants in selling TPA services, prepare pension plan proposals, and support sales efforts.

AdviceFinancial ServicesRetailRetirementWealth Management

Hiring Manager

Hailey Bernier

Responsibilities

Create and refine 401(k), Cash Balance, DB plans and other plan types proposals for potential clients using PlanGen software tool

Serve as a liaison between the TPA Consultants and the TPA Onboarding and Service Teams calling out to financial advisors to resolve operational or service issues

Assist with sales presentations that highlight the TPA features and benefits

Educate advisors around the benefits and requirements of leveraging the Cetera TPA retirement plan design and administration services

Respond to inbound inquiries from our advisors related to TPA services

Work alongside the TPA Consultants in outbound efforts for various campaigns

Actively participate in industry seminars to remain current with retirement plan industry trends and provide insights to advisors

Productively work together and collaborate with other home office departments

Qualification

Retirement plan industry experienceQKAQ(k)S designationPlanGen softwareSalesforce.comMicrosoft OfficeCustomer serviceVerbal communicationWritten communicationProblem-solvingTeam collaboration

Required

Bachelor's Degree

3+ years with a focus in the retirement plan industry (401k, etc.)

Microsoft Office (required)

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

Individuals will need to be able to multi-task and adjust quickly to the changing environment

Preferred

Designations or qualifications preferred QKA, Q(k)S or other retirement industry specific designations

Salesforce.com (preferred)

Ideal candidate would have TPA experience

Benefits

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.

Easy access to mental health benefits to meet our team members and their families where they are.

20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.

401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.

Paid parental leave to support all team members with birth, adoption, and foster.

Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.

Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.