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Retirement Solution Specialist - Remote

Remote:

Full Remote

Salary:

60 - 60K yearly

Work from:

Oregon (USA), United States

Offer summary

Qualifications:

Experience in client engagement and support, Strong communication and analytical skills, Knowledge of retirement plans and contributions, Ability to collaborate with financial advisors.

Key responsabilities:

Provide concierge support to RBG advisors
Engage clients to resume retirement contributions
Develop strategies to enhance client contributions
Educate clients on retirement benefits
Analyze client data for trends and opportunities
Track and report performance metrics

TechOvex http://ovextech.uk

51 - 200 Employees

See all jobs

Job description

Full-Time

Benefits OfferedDental, Life, Medical, Paid Time Off, Retirement, Vision

Compensation$60,000 per year

The Retirement Solution Specialist will provide dedicated concierge support to targeted RBG (Retirement Benefit Group) advisors and their clients. This role focuses on increasing in-force client contributions and re-engaging non-contributors to restart their contributions. The goal is to ensure participants are actively contributing to their retirement accounts, leading to a more secure retirement future.

Key Job Responsibilities

Concierge Support: Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation.

Client Engagement: Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions.

Contribution Enhancement: Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up.

Advisor Collaboration: Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations.

Client Education: Educate clients on the benefits of regular contributions and the impact on their long-term retirement security.

Rollover Solutions: 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)

Data Analysis: Analyze client data to identify trends, potential issues, and opportunities for increasing contributions.

Reporting: Track and report on key performance metrics related to client contributions and re-engagement efforts.

The base salary for this position is $60,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program