Retirement Counselor

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5 days ago – be among the first 25 applicants.

This role is only being offered remote in the following states: PA, RI, MA, CT, VT, NH, ME.

ADP is hiring a Retirement Counselor II. In this role you will be focused on increasing revenue, and ensuring compliance by conducting targeted training to clients and their associates. Deliver prepared, concise and persuasive presentations in a variety of settings. Responsible for driving revenue by increasing participation, deferral rates and attaining rollover assets from our new and existing client base.

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our CORE values:
Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, Social Responsibility.

• Drive 401(k) participation with new and existing clients.
• Review client detail and early assessment of client needs with the New Business Associates, Relationship Management Associates, Sales Associates and study client plan specifications.
• Act as consultant to FA/Client in confirming and determining the meeting needs.
• Solicit rollover assets from meeting participants.
• Maintain FINRA licensing requirements and continuing education. Keep a high level of knowledge of investing and mutual funds.
• Schedule all client meetings in multi-region territories. Attend pre-implementation visits as required.
• Maintain in-depth knowledge of all retirement services product lines including alliance partners. Stay current on new and existing 401(k) legislation.
• Schedule and conduct 10 meetings per week, managing schedules by geography and moving to outside territories when necessary.
• Maintain and verify reporting on client meeting, participation and rollover metrics.
  
  Help mentor and train junior associates.
• Perform other related duties as assigned.

• Bachelor's Degree or Equivalent in Education - Experience
• FINRA Licenses 6 and 63
• 3-5 Years of directly related experience

• In-depth working knowledge in retirement services industry.
• Financial services background.
• Strong and proven presentation skills.
• Ability to prioritize and set schedule; strong organization and time management skills.
• Availability to travel extensively.
• Excellent communication skills.
• Bilingual (English and Spanish) preferred.

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. Compensation ranges from USD $47,400.00 - USD $96,300.00 per year. Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.

Benefits include Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short- and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more.

We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax, and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We have received recognition for our work from many esteemed organizations.

ADP is committed to an inclusive, diverse, and equitable workplace and provides equal employment opportunities regardless of any protected characteristic, including: race, color, genetic information, creed, national origin, religion, sex, sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based on ADP’s operating needs and applicant merit.

ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Learn more at .