Retirement Plan Consultant
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Job Location:
Boston, NH - USA
Monthly Salary:
$ 60000 - 70000
Posted on:
6 days ago
Vacancies:
1 Vacancy
Job Summary
At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
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 Retirement Plan Consultant responsible for
The Retirement Plan Consultant (RPC)serves as a subject matter expert and strategic partner within Franklin Templetons Workplace Retirement Sales team. Working closely with a Senior Retirement Plan Director and Business Development Director (external wholesalers) the RPC is responsible for driving sales of mutual funds CITs and sub-advised products in employer-sponsored retirement plans. This role requires knowledge of ERISA plan design investment menu construction and platform partner capabilities.
The RPC leads client engagement efforts 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 Senior Retirement Plan Director and Business Development Director 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.
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.
Experience in outbound sales environments and advisor engagement preferred.
LICENSES AND CERTIFICATIONS
Need to obtain FINRA Series 7 and 63 within 90 days of hire.
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 preferred.
Understanding of 401(k) plans ERISA and investment menu design preferred.
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
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 $ depending on 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 the variety of perspectives and experiences brought by talent from around the world. 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 85% company match on your pre-tax and/or Roth contributions up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
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 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.
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:
Contract
About Company
Franklin Templeton Investments is a global investment manager. At the core of our business are multiple world-class investment management groups – Franklin, Templeton and Mutual Series – each operating independently and offering their distinct perspectives to financial advisors and th ... View more
