Retirement Plan Enrollment Specialist
4 days ago
At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization. We are currently seeking to add a Retirement Counselor to our growing team. The Retirement Counselor is responsible for developing, leading, and delivering employee enrollment and education meetings for retirement plan clients and their employees, both on-site at client locations and virtually. This individual will possess the ability to speak confidently in front of large groups and individuals in a one-on-one setting. The Retirement Counselor will speak with knowledge of retirement plans and investment portfolios and will lead and implement program enhancements for presentations and materials for participant education. Core Responsibilities:Setting and driving education programs for retirement plan clients – including 401(k), 403(b), and DB cash balance plansBuilding and maintaining strong relationships with plan sponsors and financial professionalsServing as liaison between 3rd party partners (recordkeepers, third party administrators and financial professionals) and home office in relation to education programsPlanning and conducting enrollment and education meetings – both on-site and virtuallyPreparing education programs and collateralDriving plan participation and overall plan contributions through participant education solutionsStay current with changing retirement plan rules and regulationsDifferentiating Cetera’s retirement plan solutions to drive client retentionAssist the sales team with new business opportunities as neededCross sell Cetera solutions and servicesWhat you will have:Knowledge of IRS and DOL regulations relating to qualified retirement plansFINRA Series 65 or 66 licensing preferred (or ability to obtain within 90 days of employment)Client Relationship Management (CRM) software experience Bachelor’s degree required in relevant course of study, or relevant experienceMinimum of 3 year’s experience in financial services industryTravel: Up to 50%Compensation:The base annual salary range for this position is $65,000 - $85,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.#LI-Hybrid
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Retirement Plan Enrollment Specialist
2 weeks ago
Dallas, TX, United States Cetera Financial Group Full timeJob Description At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making...
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Retirement Plan Enrollment Specialist
1 day ago
Dallas, TX, United States Cetera Financial Group Full timeJob Description At Cetera, we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making...
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Retirement Plan Enrollment Specialist
4 weeks ago
Dallas, United States Cetera Financial Group Full timeOverview We are seeking a Retirement Counselor to join Cetera Financial Group. The Retirement Counselor is responsible for developing, leading, and delivering employee enrollment and education meetings for retirement plan clients and their employees, both on-site at client locations and virtually. This role requires the ability to speak confidently in front...
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Retirement Plan Manager
3 days ago
Dallas, TX, United States IMA Financial Group Full timeThe Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan clients, delivering strategic guidance on investment selection, plan design optimization, and fiduciary oversight. This role blends deep industry knowledge with consultative expertise to help plan sponsors achieve their retirement plan goals. By proactively...
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Associate Retirement Plan Solutions Specialist
2 weeks ago
Dallas, TX, United States Cetera Financial Group Full timeJob Description The Associate Retirement Plan Solutions Specialist plays a key role in approving new business and existing business for the Retirement Plan Solutions team. This position supports the approval and maintenance of group retirement plan accounts and requires effective communication with advisors, recordkeepers, and internal stakeholders. The...
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Dallas, TX, United States Cetera Financial Group Full timeJob Description The Associate Retirement Plan Solutions Specialist plays a key role in approving new business and existing business for the Retirement Plan Solutions team. This position supports the approval and maintenance of group retirement plan accounts and requires effective communication with advisors, recordkeepers, and internal stakeholders. The...
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Regional Sales Director-Retirement Plans
4 days ago
dallas, United States Ameritas Full timePosition Description: The Regional Sales Director (RSD) is a retirement plan wholesaler position and is responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. This position is responsible for attaining the...
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Enrollment Specialist
4 days ago
Dallas, TX, United States Cambium Learning Group Full timeEnrollment Specialist Location: Remote, US. (Must reside and work from the US) Job Overview: Our Company. Time4Learning, a Cambium® Learning Group Brand, offers award-winning online curriculum, resources, and programs for at-home use and within alternative learning settings. Time4Learning has three major brands - its flagship product, Time4Learning, an...
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Enrollment Specialist
1 day ago
Dallas, TX, United States Cambium Learning Group Full timeEnrollment Specialist Location: Remote, US. (Must reside and work from the US) Job Overview: Our Company. Time4Learning, a Cambium® Learning Group Brand, offers award-winning online curriculum, resources, and programs for at-home use and within alternative learning settings. Time4Learning has three major brands - its flagship product, Time4Learning, an...
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Retirement Plan Administration Consultant
2 weeks ago
Dallas, TX, United States Cetera Financial Group Full timeJob Description At Cetera Retirement Plan Specialists (TPA), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take...
