Job Description
As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.
If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Job Description Your Role: The Regional Retirement Consultant plays an integral role in developing and maintaining Defined Contribution Investment Only (DCIO) business on various retirement platforms. Working closely with our external sales team, the successful candidate will serve as the primary internal sales resource for both prospecting and running existing client relationships in the channel.
You will be responsible for: - Work with external Senior Retirement Consultants in multiple regions across the country to help develop and prospect new relationships with financial advisors
- Conduct consultative, relationship-building sales calls via the telephone with clients to follow up on proposed investment only business
- Develop and implement sales plan strategies with the primary focus of prospecting new business
- Discuss fund objectives and financial markets specifically as they pertain to retirement plans
- Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts
- Develop asset allocation strategies based on client objectives and risk tolerances
- Act as Defined Contribution subject matter authority and resource for colleagues in other distribution channels
- Handle daily administrative tasks to ensure maximum business efficiency
- Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences
The experience you bring: - 2-5 years of sales experience in financial services preferred
- College degree preferred (MBA, CFA, CFP, & CIMA a plus)
- Retirement Certifications (CRPS, CRPC, QPFC, AIF, etc) a plus
- FINRA Series 7 and 63 required for role; we will sponsor and train
- A current understanding of (or strong desire to learn) the capital markets and various investment vehicles; knowledge of qualified and non-qualified retirement plans (e.g. 401k, Safe Harbor, Profit Sharing, Cross Tested Profit Sharing, Money
- Purchase, ERISA 403b, 457 and Defined Benefit plans) strongly preferred
- Licenses must be obtained within 90 days of hire Consultative, client first approach, delivering solutions, not products, to meet client needs and get results
- Strong work ethic, high integrity and strong values
- Motivated to achieve success and grow with the firm
- Excellent listening skills with a natural inclination to focus on client needs coupled with strong presentation and communication skills
- A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continuously improve own capabilities
Full Time / Part Time Full time
Worker Type Employee
Job Exempt (Yes / No) No
Workplace Model At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.
What's in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
- Flexible paid time off
- Hybrid work schedule
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment. Invesco
Job Tags
Full time, Part time, Worldwide, Flexible hours, 3 days per week,