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Motion Recruitment Partners
Dunwoody
Retirement Plan Administrator (Remote) Dunwoody, Georgia **100% Remote** Contract $32.97/hr - $32.97/hr Come join our team. Our client is looking for a Retirement Plan Administrator for a 12-month contract and will be working remotely. Our client is a global, values-driven corporation that leads the communications, automotive, and media industries.
Job Source: Motion Recruitment PartnersLincoln Financial Group
Atlanta, GA, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 72965 The Role at a Glance We are excited to bring on an Account Manager to our Retireme
Job Source: Lincoln Financial GroupLincoln Financial Group
Atlanta, GA, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 72965 The Role at a Glance We are excited to bring on an Account Manager to our Retirement Pla
Job Source: Lincoln Financial GroupAscensus
Atlanta
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding
Job Source: AscensusAscensus
Atlanta
**Position Purpose:** This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriate
Job Source: AscensusCity of Atlanta, GA
Atlanta, GA, United States
Responsibilities Posting: Open Until Filled Salary: Commensurate with experience At the City of Atlanta, we are passionate about building and improving our community. Our police officers, firefighters and building inspectors keep our citizens safe. Our Public Works staff keeps our City clean and helps maintain, build and improve our City's infra
Job Source: City of Atlanta, GAGeorgia Tech
Atlanta, GA, United States
Apply for Job Job ID 272747 Location Atlanta, Georgia Full/Part Time Full-Time Regular/Temporary Regular Add to Favorite Jobs Email this Job About Us Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of l
Job Source: Georgia TechConfidential
Atlanta, GA, United States
Regional Vice President, Retirement About the Company Top-tier provider of retirement plans, employee benefits, annuities & life insurance services Industry Insurance Type Public Company Founded 2004 Employees 1001-5000 Categories Insurance Consulting & Professional Services About the Role The Company is seeking a Regional Vice President (RVP) fo
Job Source: ConfidentialAtlanta, GA, United States
Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team!
Now interviewing for multiple openings for our April 1st and May 6th classes!
How long is your commute?
The Retirement Plan Specialist role is fully remote!
Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges?
Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses?
Then our team is what you are looking for!
You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire.
Job Description
Advice Center hours are 7:00am CST to 7:00pm CST Monday through Friday. Shifts are 8 hours with overtime available. You must be available and willing to work until 7:00pm CST 2 days during the week.
What you will do:
You will serve as a trusted advisor to the participants of Transamerica’s expansive book of qualified retirement accounts from Transamerica’s employer sponsored plans, helping participants to understand their options with their qualified savings, assisting them in setting goals, calculating exactly what it will take to achieve those goals, and implementing the plan.
What you will learn:
You will be working with an experienced and results-oriented team of financial professionals utilizing modern technology to solve individual retirement challenges of our plan participants. You will work in an environment that offers continuous personal and professional development to craft your skills as a consummate fiduciary that will personally embark on a journey to retirement success with thousands of Transamerica’s clients.
Responsibilities
Become fully fluent and competent with respect to all issues related to qualified retirement plans and how they operate, what their advantages and limitations are
Advise clients of their options in regard to their retirement planning
Build trusting relationships with individual clients, helping them to articulate what their own success looks like and what the rewards of their success will be
Provide planning and advice regarding clients’ investment and retirement strategy
Work with a dedicated assistant to attend to the necessary administrative work associated with financial transactions, and successfully fund at least 15-20 accounts monthly
Maintain a constant pipeline of clients to close continual business throughout the month
Develop and review a personal business plan to remain on track to hit targeted production goals
Collaborate with partners setting your appointments for you and taking referrals sent by the customer contact center for existing participants with planning needs
Maintain a detailed series of records using the CRM platform Salesforce
Work with partners in the company to implement specialized financial strategies and products where appropriate
Advance to a role where a book of business is fully retained and accumulating trail commissions are paid on advisory accounts
Qualifications
Bachelor’s degree in a business- related field or equivalent professional experience.
FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states)
One year of experience in the financial services industry
Basic knowledge of financial products (related to assigned specialty area)
Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust
Problem-solving and decision-making skills to select and recommend product solutions
Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc.
Preferred Qualifications
Life License
CFP and/or CRPC
Knowledge of CRM (Salesforce.com) and digital financial advice platforms
Working Conditions
Work From Home
Compensation
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
Total Compensation for this role is estimated to be $65,000 – $95,000 per year.
The Salary for this position generally ranges between $ 46,000 – $ 50,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
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Email Alert for Retirement Plan Specialist I jobs in Atlanta, GA, United States
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