Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors
Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans. Recognizing the benefits of these plans and the specific needs of this marketplace, we created the Retirement Benefits Group (RBG). As an RBG Financial Professional, you will be provided with a defined market to help you prospect and accelerate the growth of your career. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as: Teachers School administrators Municipality employees What it takes to be an Equitable Advisors’ Financial Professional With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. A four-year college degree is preferred but not required You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Benefits of working with us Competitive compensation package, which includes base pay, commissions and benefits Personalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunities A work-life balance and access to a full suite of remote-work technology solutions You will receive personalized training and support. To get you up and running, Equitable Advisors will sponsor your pursuit of licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. GE- 6572371.1 (4/24)(Exp.4/26) #J-18808-Ljbffr Equitable Advisors
- ...premium rates for large, complex employer groups Calculates renewal rates for complex... ...settlements, ERISA reports, rate projections, or benefit change increments or decrement... ...and administrative impact or benefit and plan changes Mentors and provides guidance to...Suggested
- ...comprehensive compensation and benefits program, employees are also... ...Is the Opportunity?Specialty Group Captives (SGC) is an important... ...enterprise to create sales plans and identify cross-selling opportunities... ...the first day of employment.Retirement: Travelers matches your 401(k...SuggestedFull timeLocal area
- Are you an experienced Employee Benefits sales professional with a passion for innovative employee benefit plan solutions? Do you thrive in dynamic environments where your... ...and member meetings. Serve as Captive Lead on group captive programs and act as a liaison between...SuggestedBase plus commissionWork experience placement
$175k - $210k
...to address their health and benefits and broader benefits issues.... ...ensuring that health and welfare plan design meets clients’ needs... ...Flexible Spending Accounts, Group Accident, Group Critical Illness... ...( (Washington State only). Retirement Benefits: Contributory Pension...SuggestedTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...insurance underwriter to assess risks and set premiums for large employer groups. You will renew complex group cases and work with sales, administration and claims to evaluate ratings and plan changes. The role involves coordinating with multiple departments, preparing...Suggested
$107.6k - $209.1k
...maximizing the efficiency of the group, and providing quality... .... Participate the strategic planning and implementation of business... ...Enhanced family-friendly leave benefits Named to the Diversity Best... ...benefits such as a competitive retirement savings plan, health and...Contract workFlexible hours- ...of our comprehensive compensation and benefits program, employees are also eligible for... ...the execution of agency, region, and group sales plans.Perform other duties as assigned. What... ...from the first day of employment.Retirement: Travelers matches your 401(k) contributions...Full timeLocal area
- ...comprehensive compensation and benefits program, employees are also... ...assigned territory, manages a small group of Account Executives. May... ...to, coaching, training, planning and performance management in... ...the first day of employment.Retirement: Travelers matches your 401(k...Full timeContract workWork at officeLocal areaRemote work
$86.4k - $138.6k
...Underwriting Senior Business Consultant position in Group Reinsurance Plus (GRP) is a dynamic... ...and quality management provided for the benefit of GRP and its reinsurance clients. This... ...work with others to execute on action plans designed to improve the quality of GRP and...Full timeTemporary workWork at officeRemote work3 days per week$21.1 - $44.99 per hour
...analysis and risk assessment for new business group Medicare Advantage opportunities.... ...the base pay range listed above. Great benefits for great people We take pride in offering... ..., and vision coverage, paid time off, retirement savings options, wellness programs, and...Hourly payFull timeTemporary workWork at officeLocal area- ...expected to be present in the office at least 2 days per week. This National Accounts Employee Benefits Underwriting role is responsible for risk selection, pricing and proposal for Group Dental new business and renewals for 2,000+ lives, applying underwriting principles...Work at office2 days per week
$138.8k - $215.9k
...tax law experts. The group offers unparalleled knowledge... ..., including Senior Associates and Managers, through... ...career development planning Contribute to practice... ...with different cultures Benefits Information Cherry... ...generous Paid Time Off; retirement plans; Paid Care Leave...Work experience placementWork at officeLocal areaRemote workRelocation$47.7k - $78.6k
...comprehensive compensation and benefits program, employees are also... ...Travelers is looking for an Associate Operations Account Specialist... ...first day of employment. Retirement: Travelers matches your 401(k... ...also eligible for a Pension Plan that is 100% funded by Travelers...Work at officeLocal area$94.88k - $151.8k
...and job levels, along with associated behaviors for each of... ...incentives and Lincoln’s standard benefits package. About The... ...people to confidently plan for their version of a successful... ..., life insurance, group protection, and retirement plan services. With...Work experience placementWork at officeRemote workWork from homeRelocation package$187.54k
...Connecticut Education Association an affiliate of the National Education... ...of Communications and Member Benefits Based in Hartford, CT... ...Program Management Oversees the planning, production, and distribution... ...goals, and contributes to group morale. Leadership &...Work at officeLocal areaNight shift- ...Description Bergenn Financial Group is an independent financial planning & investment management firm... .... Your role as an Associate Financial Advisor at Bergenn... ...preferred but not required. Benefits Paid time off Retirement Plan with Matching Contribution...
$82.26k - $106.34k
...these positions ends sooner.BENEFITS & BALANCE AT THE STATE OF... ....Extensive pension plan and supplemental retirement offerings.Paid time off -... ...advancing to Accountant, then Associate Accountant, and ending at... ...job class is a position or group of positions that share general...Full timeTraineeshipWork at officeImmediate startRemote workWork from homeAll shiftsMonday to FridayShift workDay shift$132k - $189k
...innovation culture, including participation in innovation groups to identify solutions for enhancement and change. #remote Key... ...Details The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role...Full timeRemote work$115k - $130k
...office each week. Salary Range $115,000 – $130,000 per year. Benefits Competitive salary and bonus based on personal & company... .... Comprehensive health insurance, vision, dental and FSA plans. Company‑paid group term life, short‑term disability and long‑term disability...Permanent employmentTemporary workWork at officeLocal area2 days per week$61.9k - $96.1k
...Position Summary Arch Insurance Group Inc., AIGI, has an opening with the... ...liability, as well as the associated excess and umbrella policies, in... ...succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription...Temporary work$18 - $32 per hour
...limited to initiating and managing tasks associated with case workflow and adhering to... ...location that can receive a UnitedHealth Group approved high-speed internet connection... ...etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package...Hourly payMinimum wageFull timeWork experience placementLive inLocal areaRemote workMonday to FridayFlexible hoursShift work$171.6k - $338.2k
...Summary Deloitte is building a U.S. Benefits Administration practice within its non-... ...management or enterprise resource planning platforms such as Workday or Oracle The... ...the applicable geographic differential associated with the location at which the position...Contract workLocal areaVisa sponsorship$135k - $148k
...funds. KKR’s insurance subsidiaries offer retirement, life and reinsurance products under the... ...management of Global Atlantic Financial Group. References to KKR’s investments may... ...application or interview process should email Benefits@kkr.com. Emails sent for unrelated...Work at officeLocal area$110k - $125k
...Join to apply for the Benefits Manager role at Pitney Bowes 2 days ago Be among the... ...administration. Provide support to the health care planning team in design, development,... ...Operations Consultant-Payroll, Benefits & Retirement-Hartford, CT-Hybrid Hartford, CT $59,...Full timeH1bLocal areaRemote workVisa sponsorshipWork visaFlexible hours$25k - $100k
...position as both a leading insurance group and an employer of choice is... ...base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family... ...comprehensive health care plans, retirement savings plan with company match,...Remote workRelocationShift work- ...Principal Description: 10 months – Benefits eligible Union Status: Non-... ...appropriate materials and lesson plans. Writes report cards, progress... ...benefits package including Retirement 403B with generous school matching, group health insurance, and other fringe...Relocation package
- ...indispensable team members a stable job with flexibility and a range of benefits from healthcare to paid time off to discounts and bonuses.... ...Health Network, Senior Services, and an extensive Medical Group network. Hartford HealthCare's unified culture enhances access,...Temporary workPart timeShift workWeekend work
- ...slate has been identified.Company Benefits WTW provides a competitive... ...Care Flexible Spending Accounts, Group Accident, Group Critical Illness,... ...only included for Washington roles)Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with...Temporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...in the market.A basic skillset in the areas of math, communication and negotiation. 80k-120K based on level of experience, bonus, benefits, etc.4 days in office 1 day remote.Qualified candidates should submit their resume to Jim Lieberman, EVP at ****@*****.***...Work at officeRemote work
$84.5k - $124k
...company bonus. In addition, the company provides a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays and paid time off (PTO). *The salary estimate...Work experience placementInterim roleRemote work
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