Job Summary

• The Retirement Plan Consultant serves as a subject matter expert and strategic partner within Franklin Templeton’s Workplace Retirement Sales team, driving sales of mutual funds, CITs, and sub-advised products in employer-sponsored retirement plans.
• Responsibilities include partnering with sales directors, leading client engagement, delivering presentations, identifying new producers, and collaborating with platform partners.
• Franklin Templeton offers a competitive total rewards package including base compensation, discretionary bonus, 401k plan with company match, health insurance, and other benefits.

Matching Summary

Salary

Base: $60,000-70,000; Bonus/Equity: discretionary bonus; Benefits: 401k plan, health insurance, and other perks

Skills & Requirements

Key Requirements

• FINRA Series 7 and 63 within 90 days of hire
• CRPS, AIF, or other retirement-related designations preferred
• Bachelor’s degree or equivalent experience
• Experience in outbound sales environments preferred
• Experience in advisor engagement preferred
• Understanding of 401(k) plans preferred
• Mutual Fund knowledge

Work Rights