Regional Manager, St. Louis Area

Scarborough Alliance
, a part of Plan Member Retirement Services, provides investment advisory, retirement planning and administrative services for local unions and their members throughout the country. We have been in business since 1970 and currently service participants in 48 states from Maine to Hawaii. Our Regional Managers benefit from the reputation and trust that have developed over years which lead to referral opportunities.

Check out our website to learn more at

Primary Responsibilities: Financial services position with a wide variety of responsibilities including relationship management, prospecting, conducting retirement planning workshops, uncovering sales opportunities, retirement plan sales, investment advisory, retirement income and investment planning and client services.

Location Information: Remote – Must live in the St. Louis, MO area.

Salary Range: Starting base salary is between $75k and $95k annually, with the opportunity to receive quarterly bonus compensation. Salary is ultimately determined by the scope of the position, the candidate’s relevant experience, credentials and certifications and internal equity. We offer a generous compensation package that includes an attractive benefits package with medical, dental and vision, 401k company match, PTO, and more.

• Manage relationships with various local unions from the business manager level through other levels of the organization including business agents, executive board members, chief stewards and stewards to gain access to the membership of the local.
• Prospect other locals and unions in the region through referrals from existing relationships and contacts made at national conferences.
• Retirement Plan Sales (IRC Codes 401(k), 457(b), 403(b)).
• Assist with non‑plan assets often held by participants to produce sales of financial products.
• Conduct educational workshops focusing on the fundamental principles of the retirement planning process and saving for retirement.
• Conduct one‑on‑one consultations that develop from workshops to provide individualized advice.
• Provide advice to plan participants on asset allocation, mutual funds, stable value funds, market volatility, avoiding common investment mistakes, account performance, rebalancing, dollar‑cost‑averaging, withdrawal strategies, beneficiary designation, required minimum distributions, plan loans, etc.
• Provide Retirement Income and Investment Planning Services to people transitioning into retirement—including budgeting of retirement expenses, examining available assets and income, risk tolerance assessments, and creating a written analysis of their ability to retire.
• Encourage members to start planning early and create a plan showing whether they are on track to meet their retirement goals.
• Explain the benefits of keeping balances in the plan at retirement.
• Conduct annual account reviews.
• Keep current with product offerings and industry trends to stay competitive and retain clients.
• Create and implement an effective business plan.
• Limited regional travel required.

• Service Focus – Emphasis on creating customer loyalty by ensuring the highest value of service.
• Relationship Building – Friendly and helpful with the ability to develop relationships and build trust with clients over the telephone.
• Influence and Persuasion – With the use of extensive investment knowledge and familiarity with Qualified Retirement Plans and all IRA types, establish credibility and persuasion.
• Professionalism – Adhere to values such as courtesy, respect, honesty, and responsibility in all dealings with peers, managers, customers, partners, and other stakeholders.
• Active listening – Enhance mutual understanding in communicating with others by expressing genuine interest in the content and meaning of others’ messages.
• Time management – Ability to multi‑task, manage multiple responsibilities by being organized and keeping on top of important time‑sensitive tasks.
• Team player – Collaborate with others.
• Strong verbal and written communication skills.
• Detail oriented with a high degree of accuracy.
• Ability to create and work effectively remotely.

• Minimum of 5 years of sales / retirement planning / financial services experience.
• College degree required.
• Experience with unions preferred but not required.

• FINRA LICENSE – 7
• FINRA LICENSE – 65
• FINRA LICENSE – 63
• Or FINRA LICENSE – 66

• Life insurance license as well as other designations such as CFP® preferred.