Retirement Enrollment Consultant; Senior Job Madison area,Wisconsin USA,Sales

Title : Retirement Enrollment Consultant (Senior)
Reports To: MBC Supervisor
Department: Field Services
FSLA Status: Exempt
Union Status: Non-Union

SUMMARY

The Senior Retirement Enrollment Consultant is a registered financial services representative who provides excellent customer service to existing and potential WEA Trust Member Benefits’ (Member Benefits) participants. This is done by fulfilling members’ requests for retirement savings products and services through defining their needs and proposing solutions that make optimal use of products offered by Member Benefits.

The Senior Retirement Enrollment Consultant focuses on new business growth activities both personally and in the field and advising potential participants of the advantages and disadvantages of different retirement products. Along with service and sales responsibilities, the Senior Retirement Enrollment Consultant will help train the Member Benefits Consultants (MBCs), attend School meetings with the MBCs and be a resource for their questions and training.

ACCOUNTABILITIES 65%
-Member Benefits Sales:

Accomplish member benefits’ sales goals by consulting with potential participants regarding their retirement savings needs.
Inform and educate potential participants about the benefits of Member Benefits’ retirement savings products and services via telephone and personal interviews.
Maintain the ability to provide customized advice to members by staying informed of various retirement savings products in the market, the tax and securities consequences of the products, market trends and conditions.
Make outbound calls, send emails, and texts to identify interested members.
Take inbound calls on New Business Line and open accounts for members when required.
Follow up on immediate leads and questions forwarded from the WBC’s and MBC’s.
ICON’s–go into school districts around the state or virtually conduct one on one consultations as needed and assist interested individuals with enrollment and selection of retirement savings products based on their individual circumstances.
Help members complete ETR’s to help move qualified money into their new or existing accounts with Member Benefits.
Analyze savings programs in which members currently participate.
Determine whether members meet eligibility guidelines.
Consistently achieve monthly individual growth/sales goals.
Work effectively with other business units and field force to meet the corporate sales/growth goals.

15% – Training:

Train new MBCs on Member Benefits 403b and IRA products and investment choices.
Train new MBCs how to conduct ICONs in the field.
Answer calls and emails daily from the MBC team out on the road and during ICON’s and help them with any questions.

10% – Member Benefits Service:

Accomplish Member Benefits’ service goals by fulfilling existing participants’ requests for information regarding retirement savings products and services.
Consult with existing participants about their retirement savings needs by reviewing the programs in which they currently participate and processing changes to existing accounts.

5%- Documentation:

Entering all notes and details into CORE and AWD from opening accounts and ETR’s and following the lead sales process.

5% – Product Improvements:

Assist in the evaluation and enhancement of product offerings.
Monitor and report enrollments, participants’ needs, and competitive pressures in the industry to the Field Services Assistant Manager.

REQUIRED EXPERIENCE AND KNOWLEDGE

Bachelor’s degree in business, or Personal Finance or related field or commensurate experience.
Minimum of 3 years investment and retirement experience.
Knowledge of each of the following:
Internal Revenue Code (IRC) Section 403(b) and 408a (Roth) and the pertinent regulations, WRS, Social…