Equitable · 7 hours ago

Retirement Solution Specialist Sales Manager

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

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Responsibilities

Lead, coach, and develop a team of sales professionals focused on providing personalized, high-touch service to retirement plan participants and advisors.

Set clear expectations and performance goals for team members, including retention, renewal, and rollover targets.

Conduct regular one-on-one meetings, team huddles, and performance reviews to ensure team members are meeting targets and adhering to best practices.

Foster a collaborative, results-driven environment where team members are encouraged to exceed client expectations.

Oversee proactive outreach to key retirement clients, ensuring they are well-informed about their retirement options and strategies to maximize savings and investment growth.

Ensure the team effectively communicates the importance of continued contributions and the benefits of resuming or increasing contributions for both active and lapsed participants.

Develop and implement educational materials and resources for clients and advisors to help them understand rollover options, contribution strategies, and retirement planning.

Work closely with servicing agents and internal partners to identify and capitalize on rollover opportunities within client 403(b) plans.

Establish processes for identifying potential rollovers, ensuring a smooth transition for clients, and driving rollovers to higher-value investment products and accounts.

Ensure that the team is meeting or exceeding annual rollover goals, with a focus on driving meaningful results for clients’ financial futures.

Track and report on key performance indicators (KPIs) related to team performance, including retention, renewal, and rollover conversion rates.

Analyze trends and develop strategies to continually improve performance and meet/exceed team goals.

Provide regular updates to senior leadership on team progress, challenges, and opportunities for growth.

Collaborate with other departments, such as client servicing, operations, and compliance, to ensure a seamless client experience.

Maintain strong relationships with internal stakeholders to share client insights and identify opportunities for improvement or innovation in service offerings.

Ensure the team adheres to all regulatory guidelines, compliance standards, and company policies in the execution of rollover and retirement plan services.

Stay updated on industry trends, retirement plan regulations, and investment products to ensure the team remains compliant and competitive.

Qualification

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FINRA Series 26 licenseRetirement services experienceRetirement products knowledgeLeadership experienceSeries 7 licenseSeries 63 license403(b) plan rolloversCoaching OthersCommunicating for ImpactManaging Multiple PrioritiesStaffCareer DevelopmentMentoring abilityCross-functional CollaborationEffective Communications

Required

FINRA Series 26 license required or the ability to obtain within 180 days of hire

5+ years of experience in retirement services, sales, or client management

2+ years of experience in a leadership role

Demonstrated success in managing a high-performing sales team and achieving sales targets, particularly related to retirement accounts, rollovers, and client retention

Strong knowledge of retirement products and services, including 401(k), 403(b), IRA rollovers, and retirement planning strategies