401k Retirement Counselor Ii

2 weeks ago

Trenton, United States ADP Full time

**Applications for this posting will be accepted until 06/30/2024.**

**This role is being offered as a NEW JERSEY state remote role only.**

**ADP is hiring a Retirement Counselor II.** In this role you will be focused on increasing revenue, and ensuring compliance by conducting targeted training to clients and their associates. Deliver prepared, concise and persuasive presentations in a variety of settings. Responsible for driving revenue by increasing participation, deferral rates and attaining roller assets from our new and existing client base.

**At ADP we are driven by your success.** We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our **CORE** values**:Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.**

**RESPONSIBILITIES**:

- Responsible for driving 401(k) participation with new and existing clients:

- Reviews client detail and early assessment of client needs with the New Business Associates, Relationship Management Associates, Sales Associates and studying client plan specifications.
- Ed Specialists acts as consultant to FA/Client in confirming and determining the meeting needs.
- Responsible for soliciting rollover assets from meeting participants.
- Maintain FINRA licensing requirements and continuing education. Need to maintain a high level of knowledge of investing and mutual funds.
- Schedule all client meetings in multi-region territories. Attend pre-implementation visits as required.
- Maintains in-depth knowledge of all retirement services product lines including alliance partners. Stays current on new and existing 401(k) legislation.
- Schedules and conducts 10 meetings per week:

- Must maintain productivity by managing their schedules based on geography.
- Must maintain productivity by moving to outside territories when their territory is slow.
- Maintain and verify reporting on client meeting, participation and rollover metrics.
- Help mentor and train junior associates.
- Performs other related duties as assigned.

**QUALIFICATIONS REQUIRED**:

- FINRA Licenses 6 and 63
- 3-5 Years of directly related experience

A college degree is great but not required. What is more important is having the skills to do the job. Other acceptable experiences could include:

- Experience noted above, OR
- Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.
- In depth working knowledge in retirement services industry.
- Financial services background.
- Strong and proven presentation skills.
- Ability to prioritize and set schedule, strong organization and time management skills.
- Availability to travel extensively.
- Excellent communication skills.
- Bilingual (English and Spanish) preferred

If you are a salaried or hourly working who works an average of 32 hours or more hours per week, we offer the following benefits.
- Medical, Dental, Vision, Life Insurance, Marched 401(k), Student Loan Repayment Program, Wellness/Program, Short
- and Long
- Term Disability. Charitable Contribution Match, Holidays, Persona Days & Vacation, Paid Volunteer Time Off, and more.

Compensation range for U.S. New Jersey residents: $56,900- $91,100 Year

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $44,900.00 - $91,100.00 / Year

**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP**: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

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