[Remote] Remote Retirement Solution Specialist- Western Territory (WA, OR, CA, NV, AZ, UT, CO)

Position Overview

Equitable is dedicated to helping clients secure their financial well-being. The Retirement Solution Specialist will provide concierge support to RBG advisors and their clients while increasing client contributions and re-engaging non-contributors. This remote role is open to candidates in the USA.

Company Overview: Founded in 1859 and headquartered in New York, Equitable offers consulting services for retirement strategies and financial well-being. With a workforce of 5001-10000 employees, more information is available at equitable.com.

Key Responsibilities

• Offer personalized assistance to RBG advisors and their clients by 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 through personalized communication and follow-up.
• Collaborate closely with RBG advisors to identify opportunities for improvement and provide actionable recommendations.
• Educate clients on the benefits of regular contributions and the impact on long-term retirement security.
• Identify clients at risk of moving assets outside of Equitable and provide tailored rollover product solutions in partnership with 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.

Required Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• Series 6, 63, life, health, and variable licenses required.
• 1-3 years of experience in a sales support or client-facing role within the financial services industry.
• Proven experience in financial services, particularly in retirement planning or sales support.
• Strong communication and interpersonal skills with the ability to build relationships with clients and advisors.
• Excellent problem-solving skills and a proactive approach to client engagement.
• Ability to analyze data and develop strategic plans to increase client contributions.
• Knowledge of retirement plans, contribution strategies, and financial products.
• High level of professionalism and a client-focused mindset.
• This is a flexible remote position; occasional travel may be required for client meetings or branch visits.

Preferred Qualifications

• Relevant certifications (e.g., Series 7, Series 66) are preferred but not required.

Benefits & Perks

• Medical
• Dental
• Vision
• 401(k) plan
• Paid time off