RS Retirement Plan Specialist
Fairygodboss
Position Description Unlock Your Career Potential: Sales at ADP. It takes a relentless team to lead an industry. ADP's world‑class sales team is driving our global growth as a worldwide leader of workforce solutions. If you believe in the power of relationships, we’ll give you the tools, training and support you need to connect with new and current customers, ranging from Fortune 100 corporations to small start‑ups. And as you achieve success, you’ll enjoy the rewards, support and recognition you deserve. ADP is hiring a Retirement Plan Specialist. In this position, you’ll identify and cultivate new prospects with greater than 50 employees in your territory, cross‑sell solutions to existing clients, and effectively close sales, with the support of exceptional sales training and the rewards of advancement opportunities and industry‑leading compensation, benefits and awards. 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, and Social Responsibility. Responsibilities Reach or exceed assigned sales goals Implement sales strategies Develop and execute a cold‑calling strategy to target prospects Mine existing and prospective clients for referral business both new and conversion Establish and maintain good customer relations, with both internal and external customers Connect customers’ business needs with ADP’s and ADP’s Alliance Partners Retirement Services product(s) Build mutually beneficial relationships with Alliance Partners Build network in person and via phone with key decision makers in a designated territory Preferred Qualifications Experience working on a sales quota Demonstrated ability to exceed sales quotas Business‑to‑business experience, qualified plan industry, Defined Contribution plan design and ERISA knowledge Existing relationships with Financial Advisors in the assigned territory is a plus Goal oriented and ambitious, with capacity and drive to reach and exceed quotas Demonstrated cold‑calling sales ability, with assertive, positive and persistent style Proven customer service and relationship building skills Ability to effectively communicate through all mediums (verbal, listening, written) Aptitude for acquiring sales skills and product knowledge Organized, with effective time management skills Ability to work independently and with a team General business acumen Mature and self‑confident Capacity to work under pressureStrong work ethic Committed to building a career path 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. #J-18808-Ljbffr Fairygodboss
$102.4k - $153.6k
...compatissant.**Journée type**As a Senior Strategic Planning Associate for the Surgical Operating Unit... ...Assistance Program, Non-qualified Retirement Plan Supplement (subject to IRS earning... ...systèmes, veuillez envoyer un e-mail à RS.****@*****.*** #J-18808-Ljbffr...RetirementH1bLocal areaImmediate startFlexible hoursDay shift- A financial services provider based in Boston is seeking a Retirement Plan Consultant to guide eligible employees in their retirement savings plans. Responsibilities include presenting plan features, participating in benefit fairs, and educating employees on plan participation...RetirementImmediate start
- Great Gray Group is seeking a Retirement Plan Specialist to join their Boston, MA office. This hybrid wholesaler role involves engaging with existing and prospective clients through sales activities and territory development, while maintaining strong advisor relationships...RetirementWork at office
$65k - $75k
...expanding its dynamic sales team in Boston. We seek an energetic individual for a full-time position focused on promoting our retirement plan services. The ideal candidate will have sales experience, excellent negotiation skills, and a relevant degree or equivalent experience...RetirementFull time$75k - $85k
...Gray? At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced... .... The Role Great Gray is looking to add a Retirement Plan Specialist to our Sales team. This is a hybrid wholesaler role responsible...RetirementWork experience placementWork at officeLocal areaRemote workHome officeVisa sponsorship$106.25k - $125k
...Planner/Scheduler will support our clients by developing strategic plans and integrated schedules aligned with project goals and... ...insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid...RetirementMinimum wageFull timeFlexible hours- ...The Opportunity As a Wealth Planning Associate with RBC Wealth Management, you will join a structured 24-month development program designed... ...in delivering holistic, goals-based wealth advice across retirement planning, investment strategy, estate planning, tax...RetirementLocal area
$137.4k - $240.4k
...of our goals-driven approach to wealth management planning. With the support of our local team of specialists and national resources, you will identify... ...provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits...RetirementFull timeLocal areaFlexible hours$85k - $90k
...and highly organized Conference and Event Planner to manage the planning and execution of conferences, meetings, and special events at... ...Dental Vision Life Insurance/ ADA Disability Insurance Retirement Plan Paid Time Off Holiday Time Off (varies by site/state) Associate...RetirementWork at officeLocal areaRemote workFlexible hoursAfternoon shift- ...years, HDR has delivered award-winning integrated healthcare planning and design for some of the world's foremost medical centers and... ...assistance program, paid time away, parental leave, paid holidays, a retirement savings plan with employer match, employee referral bonus and...RetirementFull timeTemporary workPart timeFlexible hours
$60.5k - $104.5k
...Job Description The Opportunity As a Wealth Planning Associate with RBC Wealth Management, you will join a structured 24-month... ...in delivering holistic, goals-based wealth advice across retirement planning, investment strategy, estate planning, tax considerations...RetirementFull timeWork at officeLocal areaFlexible hours$75k - $100k
...responsibility, including the creation of financial and merchandise plans, actualization of results, and a keen ability to identify,... ...Benefits, Tailored for You. ~ Bonus eligible ~401(k) retirement plan with discretionary match and tuition reimbursement. ~ Medical...RetirementSeasonal workWork at officeAll shifts- ...The Variable Annuity Life Insurance Company is hiring a Retirement Plan Consultant to provide guidance aligned with retirement savings plans. This remote role involves conducting presentations to educate employees about plan features and assist in achieving participation...RetirementRemote work
$120k - $202.5k
..., working closely with investment teams, clients, product specialists, marketing, legal and compliance, and senior stakeholders.... ...Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including...RetirementFull timeTemporary workFlexible hours$140k - $160k
...Osaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services Location(s):... ...insurance, and qualified and non-qualified retirement plans. Conduct necessary research, leverage...RetirementFull timeWork at officeRemote work$120k - $202.5k
...-for-profit institutional channel, with a particular focus on planned giving and charitable asset management investment solutions clients... ...Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage...RetirementFull timeTemporary workFlexible hours$55.26k
...Boston - Tremont Street Compensation: $55,255 / year Department: Planning and Grants Description The ABCD Planning and Grants team is... ...a competitive benefits package, including health coverage and retirement plans. A Legacy of Impact: Join an organization that boasts a...RetirementWork at office$99.95k - $168.74k
Health Planner II In this role at HDR, you will provide planning, design, and coordination support on healthcare projects, working collaboratively... ...program, paid time off, parental leave, paid holidays, retirement savings plan with employer match, employee referral bonus, and...RetirementLocal areaFlexible hours- ...Drive research workstreams end-to-end, including crafting research plans, conducting qualitative and quantitative consumer/user research... ...access to LinkedIn learning solutions Matched 401(k) Retirement Savings Plan Paid Time Off – the employee will be eligible to...RetirementTemporary workRemote workFlexible hours
- ...position is a critical role on a transformational Global Category Planning team focused on delivering an accurate forecast for SharkNinja... ...at home. What We Offer We offer competitive health insurance, retirement plans, paid time off, employee stock purchase options,...RetirementFull timeInternshipLocal area
$75k - $115k
...world's biggest brands. Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium. More information on our awesome...RetirementPermanent employmentFreelanceImmediate start- ...primarily on developing and delivering financial, trust and estate planning services as well as identifying opportunities to introduce and... ...for the construction and presentation of financial and retirement plans to clients and prospects* Provides guidance to clients in...RetirementTemporary workWork at officeLocal areaWork from homeFlexible hours
$70k - $80k
...Fridays from Memorial Day through Labor Day. ~401K + Match. 401K plan with 4% Safe Harbor employer match after one year of employment and financial literacy services provided through our retirement provider. ~ Life Insurance Benefit. No-cost coverage to ensure peace...RetirementTemporary workSummer workWork at officeLocal areaRemote work$40 per hour
...benefits - From checkups to dental cleanings to new glasses, we offer a variety of health plans that keep you and your family coveredFinancial security for your future - Our retirement plans make it easier to save for what’s next*Benefits availability may vary depending...RetirementContract workWorldwideNight shift$116k - $156.6k
...planners, permitting and environmental specialists, engineers, attorneys, and real estate... ...Natural Sciences or Ecology, Environmental Planning, Environmental Science, or related... ...dental, vision, disability, and life; retirement savings; paid sick leave; paid vacation...RetirementWork at officeLocal areaFlexible hours- ...passion for the life sciences sector. You will join a company dedicated to innovation and collaboration in healthcare, with a competitive salary and benefits including health care, retirement plans, and professional growth opportunities. #J-18808-Ljbffr BGBx ConsultingRetirement
- Marsh McLennan Agency in Boston seeks an experienced Retirement Consultant to join the Retirement & Wealth team. You will service existing... ...retirement business, translating long‑term business goals into plan design and investment strategies. Ideal candidates hold FINRA...Retirement
$100k - $130k
CAPTRUST in Boston is looking for a Retirement Plan Financial Advisor to enhance a $1 million+ institutional consulting practice. The ideal candidate will manage a diverse portfolio of retirement clients while cultivating new relationships and providing fiduciary advice...Retirement$90k - $180k
Wellington Management is seeking an Investment Specialist in Boston, MA, focused on Fixed Income Product Management. This role involves... ...,000, a hybrid work model, and extensive benefits including retirement plans, health coverage, and paid time off. #J-18808-Ljbffr...Retirement- ...ideal candidate should have a Bachelor's Degree and at least 2 years of related experience. The position offers a competitive salary range along with a comprehensive benefits package including healthcare, retirement plans, and generous PTO. #J-18808-Ljbffr Ultra MaritimeRetirementFor contractors
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