Retirement Plan Consultant

Franklin Templeton

Base: $60,000-70,000; bonus: discretionary bonus i...
Hybrid
Erisa knowledge and plan design
Outbound sales and advisor engagement
Mutual fund and cit product knowledge
Franklin Templeton is seeking a Retirement Plan Consultant to join their Workplace Retirement Sales team in a hybrid role. The position focuses on driving sales of retirement products and requires expertise in ERISA, investment menu design, and strong relationship-building skills

Job Summary

  • The Retirement Plan Consultant serves as a strategic partner responsible for driving sales of mutual funds and sub-advised products in employer-sponsored retirement plans.
  • Franklin Templeton offers a competitive total rewards package including a discretionary bonus, 401(k) match up to 85%, and three weeks of paid time off in the first year.
  • This role requires close collaboration with Senior Directors and Business Development Directors to execute territory business plans and cultivate new retirement-focused producers.

Matching Summary

Match Score: 85

Franklin Templeton is seeking a Retirement Plan Consultant to join their Workplace Retirement Sales team in a hybrid role. The position focuses on driving sales of retirement products and requires expertise in ERISA, investment menu design, and strong relationship-building skills.

Salary

Base: $60,000-70,000; Bonus: Discretionary bonus included; Benefits: 401k match up to 85%, medical/dental/vision, PTO

Skills & Requirements

Must-have

  • ERISA knowledge and plan design
  • Outbound sales and advisor engagement
  • Mutual fund and CIT product knowledge
  • CRM system proficiency
  • Strong presentation skills

Nice-to-have

  • Thought leadership in retirement services
  • Proactive relationship building with top-tier advisors
  • Ability to thrive in fast-paced environment
  • Self-starter with strong organizational abilities
  • Willingness to obtain CRPS or AIF designation

Key Requirements

  • Bachelor's degree or equivalent experience
  • Obtain FINRA Series 7 and 63 within 90 days
  • Experience in outbound sales environments preferred
  • CRPS, AIF, or retirement-related designations preferred

Work Rights

Not specified

Tailored Resume

Cover Letter