Job Description

Full-Time

Benefits OfferedDental, Life, Medical, Paid Time Off, Retirement, Vision

Compensation$60,000 per year

The Retirement Solution Specialist will provide dedicated concierge support to targeted RBG (Retirement Benefit Group) advisors and their clients. This role focuses on increasing in-force client contributions and re-engaging non-contributors to restart their contributions. The goal is to ensure participants are actively contributing to their retirement accounts, leading to a more secure retirement future.

Key Job Responsibilities

Concierge Support: Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation.
Client Engagement: Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions.
Contribution Enhancement: Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up.
Advisor Collaboration: Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations.
Client Education: Educate clients on the benefits of regular contributions and the impact on their long-term retirement security.
Rollover Solutions: 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)
Data Analysis: Analyze client data to identify trends, potential issues, and opportunities for increasing contributions.
Reporting: Track and report on key performance metrics related to client contributions and re-engagement efforts.
The base salary for this position is $60,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

Job Tags

Full time, Remote job,

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