Equitable · 7 hours ago

Retirement Solution Specialist

United States

Full-time

Remote

Entry, Mid Level

$60K/yr - $60K/yr

2+ years exp

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Responsibilities

Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation.

Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions.

Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up.

Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations.

Educate clients on the benefits of regular contributions and the impact on their long-term retirement security.

Identify clients at risk of moving their assets outside of Equitable and provide tailored rollover product solutions to retain their business in partnership with their Equitable Advisor(s).

Analyze client data to identify trends, potential issues, and opportunities for increasing contributions.

Track and report on key performance metrics related to client contributions and re-engagement efforts.

Qualification

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Series 6Financial services experienceClient engagementData analysisRetirement planning knowledgeSeries 7Series 63Managing multiple prioritiesCross-functional collaboration