Retirement Plan Consultant, RPS

2 weeks ago


Collegeville, United States Orion Full time

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

#LI-AP1

#LI-Onsite
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