Job Summary

• The Retirement Plan Consultant serves as a subject matter expert and strategic partner within Franklin Templeton’s Workplace Retirement Sales team, responsible for driving sales of mutual funds, CITs, and sub-advised products in employer-sponsored retirement plans.
• Key responsibilities include partnering with sales directors, leading client engagement, delivering high-impact presentations, identifying new producers, and collaborating with platform partners.
• Franklin Templeton offers a competitive total rewards philosophy, including base compensation between $60,000-70,000, a discretionary bonus, and a comprehensive benefits package including a 401(k) with company match.

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
• CRPS, AIF, or other retirement-related designations preferred
• Bachelor’s degree or equivalent experience
• Experience in outbound sales environments

Work Rights