Partner Retirement Counselor

Position Description

ADP is hiring a Retirement Counselor IV. In this role you will be focused on increasing revenue, and ensuring compliance by conducting targeted training to partners to share tools and resources, encourage usage, and add value in order to drive client loyalty and referrals.

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 through financial advisors, CPA's, and other RS partners.

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.

RESPONSIBILITIES :

Responsible for driving 401(k) participation with new and existing clients through partners. Retirement Counselor acts as consultant to FA / Client in confirming and determining their education needs.

Reviews client detail and early assessment of client needs and shares tools, resources, best practices as needed.

• Responsible for sharing process on capturing rollovers.
• Maintain FINRA licensing requirements and continuing education. Need to maintain a high level of knowledge of investing and mutual funds.
• Schedule all meetings in multi-region territories.
• Maintains in-depth knowledge of all retirement services product lines including alliance partners. Stays current on new and existing 401(k) legislation.
• Schedules and conducts a targeted / defined / specific number of meetings per week :
• Must maintain productivity by managing their schedules based on geography.
• Must maintain productivity by moving to outside territories when their territory is slow.
• Maintain and verify reporting on partner meetings, participation and other metrics as noted by leadership.
• Help mentor and train junior associates and share best practices with team.

QUALIFICATIONS REQUIRED :

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

Requirements

PREFERRED QUALIFICATIONS : Preference will be given to candidates who have the following :

• In depth working knowledge in retirement services industry.
• Financial services background.
• Strong and proven presentation skills.
• Strong organizational skills
• Territory Management - Ability to schedule clients productively based on geography
• Ability to prioritize and set schedule, strong organization and time management skills.
• Availability to travel extensively.
• Strong communication skills.

About ADP

Diversity, Equity, Inclusion Equal Employment Opportunity at ADP : ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including : race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability.

Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

Ethics at ADP : ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws.

We also 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.

Click https : / / jobs.adp.com / life-at-adp / to learn more about ADP's culture and our full set of values.

Pay Range Legal Disclosure

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.

We offer the following benefits : 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.