Oracle Cloud ERP · 1 month ago
Associate Retirement Plan Solutions Specialist
Dallas, TX, United States
Full-time
Hybrid
Mid Level
$60K/yr - $75K/yr
3+ years expCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Associate Retirement Plan Solutions Specialist will assist in the sale of TPA services, prepare pension plan proposals, and support TPA Consultants in their sales efforts.
Information Technology & Services
Responsibilities
Create and refine 401(k), Cash Balance, DB plans and other plan types proposals for potential clients using PlanGen software tool
Serve as a liaison between the TPA Consultants and the TPA Onboarding and Service Teams calling out to financial advisors to resolve operational or service issues
Assist with sales presentations that highlight the TPA features and benefits
Educate advisors around the benefits and requirements of leveraging the Cetera TPA retirement plan design and administration services
Respond to inbound inquiries from our advisors related to TPA services
Work alongside the TPA Consultants in outbound efforts for various campaigns
Actively participate in industry seminars to remain current with retirement plan industry trends and provide insights to advisors
Productively work together and collaborate with other home office departments
Qualification
Required
Bachelor's Degree
3+ years with a focus in the retirement plan industry (401k, etc.)
Microsoft Office (required)
Excellent verbal and written communication skills
Positive, customer focused attitude and demeanor with a desire to provide outstanding service
Work well in groups and have good problem-solving skills
Ability to multi-task and adjust quickly to the changing environment
Preferred
Designations or qualifications preferred QKA, Q(k)S or other retirement industry specific designations
Salesforce.com (preferred)
Ideal candidate would have TPA experience
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase