Senior Retirement Plan Consultant
Senior Retirement Plan Consultant
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Job Description
At Franklin Templeton were driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming inclusive and flexible culture to our global and diverse business we offer opportunities not only to help you reach your potential but also to contribute to our clients achievements.
Come join us in delivering better outcomes for our clients around the world!
At Franklin Templeton everything we do is focused on one thing delivering better client outcomes. We do that by partnering closely with our clients assessing their strategic needs and identifying solutions that can meet the 12000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent skills and persistence of our people and we are looking for qualified candidates to join our team.
What is the Workplace Retirement Sales team responsible for
Franklin Templetons Workplace Retirement Sales team within US Distribution is responsible for directing and expanding sales of mutual funds CITs and sub-advised portfolio products in employer-sponsored retirement plans offered through the workplace. The Workplace Retirement Sales team works closely with other channels within US Distribution (Wirehouse RBI PWD) as well as Franklin Templetons independent Specialist Investment Managers as subject matter experts on ERISA retirement plan design plan investment menu design and analysis Franklin Templetons proprietary advice engine GOE FinTech current industry trends and Franklin Templeton products and services. The Workplace Retirement Sales team offers thought leadership in retirement plan services investments and works diligently as a key business partner to retirement plan advisory firms consultants and retirement plan sponsors with the goal of helping more Americans reach a positive retirement outcome.
What is the Senior Retirement Plan Consultant responsible for
TheSenior Retirement Plan Consultant (SRPC)serves as a subject matter expert and strategic partner within Franklin Templetons Workplace Retirement Sales team. Working closely with a Senior Retirement Plan Director (external wholesaler) the SRPC is responsible for driving sales of mutual funds CITs and sub-advised products in employer-sponsored retirement plans. This role requires advanced knowledge of ERISA plan design investment menu construction and platform partner capabilities.
The SRPC leads client engagement efforts mentors Retirement Plan Consultants and contributes to firm-wide initiatives. They are expected to proactively build relationships with top-tier advisors deliver thought leadership and support the firms mission of helping more Americans achieve positive retirement outcomes.
What are the ongoing responsibilities of a Retirement Plan Consultant
Partner with SRPS to develop and execute territory business plans.
Serve as the primary internal point of contact for Tier 1 and Tier 2 DC advisors.
Lead proactive outreach and relationship development with financial professionals.
Deliver high-impact presentations on Franklin Templeton products services and value-add tools.
Identify and cultivate new retirement-focused producers.
Collaborate with platform partners and third-party administrators to uncover and advance 401(k) opportunities.
Maintain accurate and up-to-date records in CRM systems.
Analyze sales and asset reports to identify growth opportunities.
Mentor and supports Retirement Plan Consultants.
Represent Franklin Templeton in industry events and internal cross-functional initiatives.
What ideal qualifications skills & experience would help someone to be successful
EDUCATION AND EXPERIENCE
Bachelors degree or equivalent experience.
3 years equivalent sales or service experience and/or outbound call environment preferred.
Experience in outbound sales environments and advisor engagement.
LICENSES AND CERTIFICATIONS
FINRA Series 7 and 63 required
CRPS AIF or other retirement-related designations preferred or willingness to obtain.
ADDITIONAL DESIRABLE QUALIFICATIONS
Knowledge of Contact Management Systems Microsoft Word Excel Outlook PowerPoint RRI FI360 401(k) Prospecting databases
KNOWLEDGE SKILLS AND ABILITIES
Experience in an outbound call environment required
Deep understanding of 401(k) plans ERISA and investment menu design.
Strong presentation communication and relationship-building skills.
Proficiency in Microsoft Office and CRM tools.
Self-starter with strong organizational and multitasking abilities.
Ability to thrive in a fast-paced client-focused environment.
Mutual Fund knowledge/passion
Outgoing personality and excellent customer service
Team player with an ability to multi-task
Demonstrates flexibility & adapts to change quickly
Attention to detail
Ability to handle stressful environment
Self-starter driven great follow through
Highly organized efficient and goal oriented
TRAVEL REQUIREMENTS
Occasional as needed
Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned to support the whole person and to recognize their time talents and results. Along with base compensation other compensation is offered such as a discretionary bonus 401k plan health insurance and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location job-related knowledge skills and experience. At Franklin Templeton we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the annual salary for this position to range between $70000-80000 depending on location and level of relevant experience plus discretionary bonus.
#LI-Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.
By joining us you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical dental and vision insurance
401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions up to the IRS limits
Employee Stock Investment Program
Reimbursement for certain education expenses
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Required Experience:
Senior IC
Employment Type
Full-Time
