Retirement Plan Consultant, RPS
2 weeks ago
About This Job
As a RPS Retirement Plan Consultant, you will be responsible for increasing distribution of our retirement business through existing and new advisor relationships. You will also assist in serving existing plans and advisors. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
Essential Functions of the Job
Develop and execute territory business plan Partner with Orion sales teams to have them help identify leads for the Retirement Team Recruit new advisor relationships and attend/present at regional forums and broker dealer conferences as needed Expand scope of existing advisor relationships Assist in delivering retirement plan reviews to key retirement plans and advisors Assist in problem resolution for existing retirement plans and advisors Train advisors to effectively deliver Brinker's value proposition and process Effectively communicate proposals, diagnostics and annual reviews created by various record keepers to advisors and plan sponsors. Assist advisors, virtually and in-person, in closing end-plan sponsor business and enrollment meetings Assist with delivery of enrollment/education material to new retirement plans Support advisor end client marketing programs
Skills Needed to Perform the Job
Travel Required
Working knowledge of Microsoft Office programs
Salesforce
Education Needed to Perform the Job
Bachelor’s degree in Business or related major
Series 7, 63, & 65 or 7 & 66 licenses
Experience Needed to Perform the Job
At least 5 years of experience
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