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 roller assets from our new and existing client base.
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RESPONSIBILITIES:

Responsible for driving 401(k) participation with new and existing clients: Reviews client detail and early assessment of client needs with the New Business Associates, Relationship Management Associates, Sales Associates and studying client plan specifications. Ed Specialists acts as consultant to FA/Client in confirming and determining the meeting needs . Responsible for soliciting rollover assets from meeting participants. Maintain FINRA licensing requirements and continuing education. Need to maintain a high level of knowledge of investing and mutual funds. Schedule all client meetings in multi-region territories. Attend pre-implementation visits as required. 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 10 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 client meeting, participation and rollover metrics. Help mentor and train junior associates. Performs other related duties as assigned. QUALIFICATIONS REQUIRED: FINRA Licenses 6 and 63 3-5 Years of directly related experience

A college degree is great but not required. What is more important is having the skills to do the job. Other acceptable experiences could include:

 

Experience noted above, OR Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.

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. Ability to prioritize and set schedule, strong organization and time management skills. Availability to travel as needed. Excellent communication skills. Bilingual (English and Spanish) preferred

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to 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, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, 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.