Retirement Specialist Resume Sample
Kenny Hermann
356 Kohler Squares,
San Francisco,
CA
+1 (555) 592 0094
Work Experience
Retirement Specialist
07/2015
-
PRESENT
New York, NY
- Strong knowledge of financial markets, retirement account types, planning, and strategies
- Adapt quickly within a fast changing environment
- Strong analytical and problem solving skills that result in higher client satisfaction
- Provide appropriate solutions that meet client needs and result in additional asset gathering opportunities
- Establish rapport quickly and engage in meaningful conversations
- Remain current on all policies, procedures, and training
- Excellent organizational skills and attention to detail; ability to handle multiple tasks
Retirement Plans Supervision Specialist
09/2010
-
01/2015
Philadelphia, PA
- Basic math skills; ability to perform various investment calculations
- Work to achieve day-to-day objectives, working independently on larger, moderately complex projects and assignments
- Set objectives for own area to meet the objectives and goals of projects and assignments
- Assist other team members and professionals with tasks and assignments
- Be proficient in communicating with colleagues across multiple areas, explaining solutions, practices and procedures, and challenges to others, both internal and external to the organization
- Responsible for presenting a professional image of Schwab in all communications
- Introduce new products and services as well as recommend service enhancements
Specialist IV Retirement Operations
12/2003
-
03/2010
Phoenix, AZ
- Proactively consult and educate clients through knowledge sharing and efficiency training with the objective of promoting client retention and growth
- Meet or exceed established service level standards
- Manage client expectations by providing ongoing, proactive communication on projects, deliverables, issue resolution, and other substantive items
- Escalate client issues to appropriate internal resources
- Understanding of rules governing qualified retirement plans
- Excellent client service and problem resolution skills
- Excellent communication (verbal and written) skills with ability to organize, prioritize, and work with minimal supervision
Education
University of Phoenix - Minneapolis / St. Paul Campus
1998 - 2003
Bachelor's Degree in Business
Professional Skills
- Excellent listening skills, phone skills, and documentation skills
- Strong analytic skills and demonstrated proficiency in Work, Excel, Powerpoint, and Outlook
- Strong analytical and clear thinking skills; ability to identify trends and present solutions to leadership
- Excellent oral and written communication skills with the ability to independently compose routine written communications
- Strong analytical skills and a mathematical aptitude for computation
- Strong verbal, written, and communication skills alongside attention to detail and follow through
- Excellent communication skills, ability to compose correspondence
How to write Retirement Specialist Resume
Retirement Specialist role is responsible for analytical, microsoft, customer, access, excel, software, advanced, computer, benefits, integration.
To write great resume for retirement specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Retirement Specialist Resume
The section contact information is important in your retirement specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Retirement Specialist Resume
The section work experience is an essential part of your retirement specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous retirement specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular retirement specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Retirement Specialist resume experience can include:
- Demonstrated expertise in Microsoft Office Suite applications; advanced skills are needed in Excel
- Excellent project management skills with ability to multi-task, as well as work in an organized and efficient manner
- Strong knowledge of financial markets, account types, investment planning, and strategies
- Positive attitude, team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
- Plan and lead client meetings in a professional, consultative and effective manner
- Establish rapport and effective communication relationships with diverse audiences
Education on a Retirement Specialist Resume
Make sure to make education a priority on your retirement specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your retirement specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Retirement Specialist Resume
When listing skills on your retirement specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical retirement specialist skills:
- Demonstrates success in working in a fast-paced environment and flexibility to easily adapt to changing priorities
- Learn and effectively use new technology, proactively seeking out learning opportunities of software systems and databases
- Efficient computer skills including Microsoft Office software
- Prior experience with retirement plans
- Are well organized, focused and demonstrate the ability to prioritize multiple deadlines
- Demonstrated understanding of integration between PeopleSoft HR, OHR, payroll, benefits, and /or pension modules
List of Typical Experience For a Retirement Specialist Resume
1
Experience For Retirement Plans Supervision Specialist Resume
- Excellent existing relationships with Financial Advisors committed to retirement sales in the Northwestern region
- Experience in Defined Contribution and Defined Benefit Plan Administration
- Experience with WorkDay and PeopleSoft HRIS systems and payroll / data feeds to and from third parties
- Demonstrate critical thinking and customer focus
- Demonstrated high level attention to detail and accuracy
- To operate within the rules set by the FCA at all times
- Pensions/Financial Services knowledge and experience (D)
- Previous telephone based customer service experience (E)
- Developing a strategic territory rotation, providing industry education and promoting sales and marketing tools developed by Legg Mason
2
Experience For Retirement Specialist Adviser Resume
- Identifying new sales and marketing opportunities
- Partnering with a network of retirement platform wholesalers and divisional sales managers within the territory at Tier 1 alliance distribution partners
- Keeps current on Aon Hewitt’s programs and services through on-going training provided by Hewitt and by utilizing the computer-based program
- Ensure project naming conventions are used (indicate ongoing vs. single year contracts)
- Implements processes by working with agency staff through process reviews and observation, and providing advice, tips, suggestions for improvement
- Assist in identifying product challenges and recommend solutions
- Supports LSPs to drive improved business results, including the measurement of results and follow-up of process implementations
3
Experience For Specialist IV Retirement Operations Resume
- Multi-task, actively listen, assess client needs, research information, and provide clients with outside of the box” options
- Proficiency with MS Office technology (Word, Excel, PowerPoint)
- Strong knowledge of and expertise with retirement topics including Social Security, qualified and non-qualified employer sponsored plans, distribution planning, tax implications, etc
- Capability to multi-task, actively listen, assess client needs, research information, and provide clients with outside of the box” options
- Basic knowledge of Excel, Word and SalesForce
- Advanced knowledge of and expertise with retirement topics including Social Security, qualified and non-qualified employer sponsored plans, distribution planning, tax implications, etc
4
Experience For Retirement Plan Compliance Specialist Resume
- Listens to others, speaks effectively, uses diplomacy and tact for excellent interactions with the team to assure a cohesive work environment so that as a team, deadlines and service levels are met
- Executes transactions for Branches, Call Centers and department functional tasks accurately and timely in accordance with department procedures and federal and state government regulatory requirements
- Utilizes PC software to prepare correspondence and fulfill functional tasks with the ability to utilize advanced Microsoft Office Word/Excel (macros, V-look-up, pivot tables) to create efficiencies in the processes performed by the team
- Possesses the functional and leadership skills that allow for high level, accurate decision making as it relates to processes, compliance, risk and client service
- Assist plan participants with questions including by phone and in writing
5
Experience For Retirement Plans Administration Specialist Resume
- Project management of EDI, implementation and integration projects, including testing and error resolution
- Performs reviews of plan documents to ensure compliance, raising issues to the Benefits Manager when necessary
- Process retirement enrollments, changes, loans, hardships, benefit calculations, and QDRO's
- Coordination of EMS new client or conversion and deconversion projects, enrollment meetings, project management and document submission
- Revises and reissues employee and plan communication in a timely manner, such as new hire and open enrollment materials, SAR, SPD, SMM, fee disclosure, joinders and other ERISA documents that require distribution
- Coordination and submission of materials related to the annual 401(k) plan audit and all plan non-discrimination testing
- Maintains relationship with external auditor, investment advisor, retirement plan administrators and ERISA contacts, creating a positive working relationship. Escalates vendor concerns for resolution
- Responsible for 401(k) deduction, loan and quarterly match process, including ACH requests
6
Experience For Retirement Plan Stock & Self-directed Brokerage Specialist Resume
- Responsible for data management, match process and ACH process for the HCE Savings Plan
- Responsible for annual enrollment, data management and day-to-day administration of the Non-Qualified Deferred Compensation program
- Produces reports requested by management for review of plan metrics
- Produces statistical and census data for vendors and internal teams as requested
- Maintains current knowledge of ERISA and other related IRS and DOL regulations
- Contributes to the development of or improvement of established procedures, process documentation, and procedural checklists required for the administration and communication of retirement plans
7
Experience For Retirement Service Specialist Resume
- Maintains records related to investment committee meetings and fiduciary updates
- Interpret and understand Define Contribution and Define Benefit plan documents
- Exercise knowledge of DOL/IRS and ERISA regulations
- In-depth data analysis, accuracy of data, compilation of data from various sources
- Manage projects efficiently and timely
8
Experience For Retirement Plan Account Resolution Specialist Resume
- Manage and organize large retirement plan communications mailings
- Interact with third party vendors and colleagues throughout organization in US and Canada
- Assist with retirement plan merger and acquisition projects
- Conduct research on competitive landscape and industry trends to ensure products are in line with market and client needs
- Monitor the regulatory environment to determine business risks and impacts. Recommend policy and process changes to senior manager as required
- Assists customers with a wide variety of benefit questions and plan features via information accessed through the computer. Reviews the employee’s account and answers questions within the parameter’s of Aon Hewitt’s policies and procedures
- Maintains strict adherence to Aon Hewitt’s security policies
- Consistent use of departments, products, and activity types (based on provided guidance)
- Ensure projects without contracts are connected to a client
9
Experience For Retirement Service Specialist, Operations Resume
- Ensure all projects are connected to the correct contract
- Assists agency owners with the implementation of consistent business processes, with a particular focus on Growth and Customer Engagement
- Supports Field Sales Leaders (FSLs) in assisting agency owners to achieve goals outlined in the agency compensation program, implement agency business plans, and align processes with company objectives
- Builds and maintains best practices for the successful operation of agency owners and leverages opportunities to share knowledge/best practices across agencies, peers, Agency Process Specialists, FSLs, and regional staff
- Maintains accurate and timely records of agency support activities by journaling and using appropriate tracking tools
- Per request, contact clients via outbound calls regarding business development, education, asset gathering and retention opportunities; assist in educating our branches and Scottrade employees on retirement basics and planning strategies
- Resolve or escalate client complaints or problems appropriately
- Takes incoming phone calls from Participant Service Representatives and Assistant Managers with questions, providing them with the needed answers and training for all of Financial Services’ procedures
- Own and develop deep expertise in the RSP participant communication experience, including required mailings, ad hoc mailings and campaigns, GE’s benefit websites, record keeper’s website, and custom RSP websites
10
Experience For HR Retirement Plans Specialist Resume
- Provide work direction, prioritization, troubleshooting assistance, and leadership to team members and record keeping consultants in RSP operational research activities, including RSP eligibility, historical research, QDROs, death benefits, cost basis, and forfeiture
- Develop broad knowledge of RSP rules and operational research processing procedures to ensure successful execution
- Lead and participate in cross-functional project efforts managing project plans, tracking and reporting progress, and ensuring adherence to deadlines and project methodologies
- Resolve complex processing issues and escalations for internal and external customers while promoting “Best in Class” customer service
- Knowledge of retirement and benefit plans and related laws, regulations and terminology
- Thorough knowledge of defined benefit and defined contribution plans is needed as well as experience working with outsourced DB/DC plan administrators / record keepers
- Customer-oriented service attitude, with demonstrated experience in a customer service environment and ability to maintain a positive and professional working relationship with all individuals
List of Typical Skills For a Retirement Specialist Resume
1
Skills For Retirement Plans Supervision Specialist Resume
- Strong analytical and problem-solving skills, with attention to detail
- Develop and demonstrate critical thinking skills in order to identify and understand client's retirement needs and provide solutions
- Pay close attention to details and use time effectively
- Highly motivated, team focused, and results oriented; ability to work effectively in a fast-paced, self-directed team-based environment
- Strong attention to detail and highly organized, producing accurate results
- More than 3 years experience working as a benefits attorney or in a role focused on retirement plan legal and compliance matters
- More than 3 years of experience working with employee retirement plans, such as 401K and Pension Plans
2
Skills For Retirement Specialist Adviser Resume
- Previous experience interacting with benefit vendors
- Follow-through to project completion and management of priorities and/or conflicting goals is important
- Demonstrate awareness of marketing initiatives and tools available to support the field and firm strategies
- Have 401K/Pension experience in operations
- Demonstrated ability to drive solutions with little supervision
- Workday experience is desirable
- Customer service experience
- Experience with defined benefit pension plans
- Equivalent years of industry experience
3
Skills For Specialist IV Retirement Operations Resume
- Financial service experience required
- Administrative assistant or secretarial experience
- IRA experience
- Be an effective team member and manage various projects
- To operate within practice guidelines at all times ensuring that clients are always treated fairly
- Two to five years retirement plan administration experience
- Training is 17 days of classroom training followed by phone coaching
4
Skills For Retirement Plan Compliance Specialist Resume
- Leading the annual Retirement Contribution and 403(b) Matching Plan audit process
- Working knowledge of industry practices and standards for compliance and other regulations for retirement plans
- Unwavering integrity and ethical behavior in all matters
- Seeking ways to improve processes and procedures through automation, documentation, and quality assurance
- Providing staff support for the UPHS Retirement Committee meetings
- Perform extensive data analysis, troubleshooting and creative problem resolution, including diagnostics and streamlining
- Defined Contribution retirement plan compliance including reporting and disclosure requirements (5500s, SPDs, SARs) and non-discrimination testing
- “more than satisfy” a customer by providing outstanding customer service ensuring customer’s questions/issues/concerns have been answered
5
Skills For Retirement Plans Administration Specialist Resume
- Enjoy critical thinking and problem solving
- Always considering the bottom line of our division when making financial decisions
- Basic knowledge of accounting and balancing principles and bank operations
- Be flexible, adaptable and dependable in an environment constantly upgrading/enhancing service/technology capabilities to its’ customers
- Assist in development of presentation and meeting content related to retirement, including presentation to various audiences
6
Skills For Retirement Plan Stock & Self-directed Brokerage Specialist Resume
- Identify, analyze and assist in implementing process improvements. Including retirement plan administration processes
- Have a general understanding of retirement plans
- Focused on providing exceptional customer service to both internal and external customers
- One of the following three are required to move forward in the process
- Proficient in retirement program end to end processing
- Proficient in Microsoft Office including Excel, Word, Power Point, and Outlook
- Maintain logs and properly execute documentation to comply with audit standards and government reporting
- Assist both internal and external clients in executing proper information and handle all inquires and investigates issues within position's scope
- O Have a general understanding of retirement plans
7
Skills For Retirement Service Specialist Resume
- Knowledge and proficiency of ERISA regulations including recent legislation
- Knowledge of tax laws pertaining to retirement plans
- Chartered Retirement Planning Counselor (CRPC) designation required, or ability to obtain certification within 60 days
- Acts as internal consultant regarding retirement programs. Responds to complex legal compliance questions
- Take ownership of inquiries - ability to ask the right questions to bring timely, accurate solutions
- Manage complex work, be self-directed, and quickly develop a full understanding of our business
- Capable of working well with diverse groups and individuals and willingness to assist where needed
- Utilize several different applications at one time, including Windows, internet research, database systems, and email
8
Skills For Retirement Plan Account Resolution Specialist Resume
- Utilize several different applications simultaneously, including Microsoft Office, internet, database systems, and email
- Assist with annual retirement plan audits and testing requirements
- Be professionally firm in adhering to firm fee policies
- Provides administrative and secretarial support services to Retirement Specialist. Assists with communication efforts; i.e. prepares correspondence, memos and reports. Performs testing and other support processes regarding bank acquisitions 30%
- Provides backup and support to all areas of the IRA and Health Savings programs as needed. Acts as a resource to both internal and external customers regarding IRA and Health Savings Account questions and concerns. Mentors branch personnel with their daily IRA and Health Savings Account processing. 30%
- Possible local travel to Partners sites
- The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Normal office working conditions. The noise level in the work environment is quiet to moderate
- Knowledge of retirement program administration and compliance. Knowledge of IRS, ERISA, and DOL, regulations
- Knowledge of Canadian retirement regulations (at both provincial and country level)
9
Skills For Retirement Service Specialist, Operations Resume
- Strong attention to detail and the ability to use that information to represent the service center to the CoE using influence and persuasion to ensure process considerations are accounted for in new or modified programs and policies
- Typically requires 5 years of relevant retirement benefits experience or analytical experience for the Analyst position, including technical support for management
- Attendence and puncuality are critical
- Retirement plan knowledge or FINRA Securities License Series 6 or 7
- Prepare, set-up, process and maintain documentation related to various retirement plan accounts
- Assure all necessary information is properly and accurately completed
- Detail orientated to ensure accuracy in tasks completed
- Propensity to work with IRS regulations
10
Skills For HR Retirement Plans Specialist Resume
- Knowledge of government regulations for multiple types of retirement plans including deferred compensation, executive, Roth, and Safe Harbor plans. Experience with governmental filings
- The ability to resolve problems and provide meaningful solutions or alternatives
- Self-motivated with the ability to multitask and work independently without frequent direction
- Able to work on multiple projects with multiple parts of the division at the same time
- Able to travel (approx. 80% of time)
- ASPPA or other ERISA related certifications
- Work in a team-oriented environment under minimal supervision
- Assess situations, think critically and problem solve
List of Typical Responsibilities For a Retirement Specialist Resume
1
Responsibilities For Retirement Plans Supervision Specialist Resume
- Proven ability to clearly and effectively communication retirement solutions, product information and services to credit union executives and their employees
- Demonstrate a professional, inclusive and team-oriented attitude at all times
- Leading the integration of these products and solutions into RPS’ recordkeeping platforms, websites and other systems
- Continuously strive to reduce risk while identifying opportunities and solutions for improvements in service and processing
- 0-3 Months: Studying and sitting for the State of Texas Life License and FINRA Series 6 and 63
- 6-12 Months: Begin to engage clients regarding new investment, insurance and retirement income planning strategies
2
Responsibilities For Retirement Specialist Adviser Resume
- 12+ Months: Move into a position of either supporting a District or managing your own book of VALIC clients
- Basic understanding of the processes, systems, and procedures of the department
- Maintain an understanding and relationship with organizations and associations that support the needs of customers
- Provide retirement planning services for participants
- Maintain VALIC’s clients by focusing on client relationships and asset retention
3
Responsibilities For Specialist IV Retirement Operations Resume
- Respond to operational, technical, regulatory and sales service questions, which come into the department via incoming calls and service requests
- Perform in a team environment as a team member or leader in a cross-functional team
- Work independently and perform research as required
- To generate income for the business through the delivery of a high quality guided telephone based service. To undertake all tasks as directed by the Senior Retirement Manager and/or retirement specialists to assist in this goal
- To ensure all client files are kept up-to-date at all times, and are compliant with the firm’s T&C scheme requirements and FCA requirements
- O Process IRA transactions applying bank policies and IRS Rules and Regulations for new plans, contributions, distributions, Trustee Transfers, Direct Rollovers, etc
- Management of project associated with Defined Benefit and Defined Contribution Plans, which includes working with vendors to update ongoing participant logs and resolve outstanding issues
4
Responsibilities For Retirement Plan Compliance Specialist Resume
- Perform SOX Controls/audits for the Pension and 401(k) Plans. This includes successfully identifying, tracking and resolving root-cause of data issues while partnering with other departments to create permanent fixes. Also includes, drafting communications to participants and taking issues to the Employee Benefits Committee (EBC) when required
- Replying to internal and external inquires, conducting research, and preparing data for all escalated issues for formal claim appeals, etc
- Assist with implementation and changes associated with the administration of benefit related systems and procedures
- Responsible for periodic quality control of vendor pension calc system, plan provisions, SPDs, participant communications and web portal
- Identifies and analyzes information and in order to recommend solutions to address and resolve FA questions/issues regarding client's retirement needs (IRAs, Qualified Plans, and Canadian Equivalent accounts/plans)
- Demonstrate an awareness of key initiatives in the retirement planning industries and the ability to effectively utilize all available resources, including marketing tools
5
Responsibilities For Retirement Plans Administration Specialist Resume
- Maintain basic knowledge of and be able to provide assistance to branches, internal departments and clients and their technical advisers (CPAs/TPAs) on pending and enacted legislation, ERISA, Department of Labor (DOL) regulations and IRS rules and regulations
- Associate is challenged not only to resolve the issue or answer questions posed, but, when appropriate, take the opportunity to provide training or next steps relevant to the caller on that specific topic
- Demonstrated technical knowledge of qualified retirement plans in the credit union marketplace
- Mastery of the internet search tools, efficient use of Microsoft Office and Service Center is required
- Assist in the pre-qualification, assessment, development and presentation of client specific proposals
- Understand the competitive environment for the credit union industry together with diverse financial services markets
- Interface with back office product leaders in the development of new products or product enhancements
- Conduct self in a manner consistent with established policies and procedures of ethical market conduct with high standards of honesty, fairness and integrity
6
Responsibilities For Retirement Plan Stock & Self-directed Brokerage Specialist Resume
- Possess or obtain Life & Health Insurance License, Variable Life and Annuity License, and FINRA Series 6 and 63 and Investment Advisor Registration (Series 65), or FINRA equivalent, within 90 days
- Facilitate the transfer of prior retirement accounts to the new plan
- 20 hours a week and willingness to be flexible with hours
- Works collaboratively with Capital’s Retirement Strategy Group, including DC and DB Strategists, Relationship Managers, as well as members of the Marketing team to develop and deliver materials
- Meets with participants during initial enrollment to increase participation within Employer Sponsored plans
- Conduct group presentations to enhance awareness of plan features
- 3-6 Months: Complete VALIC’s training program, move into production and begin working with clients & obtain the FINRA Series 65 Investment Advisor Registration
7
Responsibilities For Retirement Service Specialist Resume
- Provide support to branch Investment Consultants on complex retirement issues including qualified plans, SEP, SIMPLE, and Solo 401(k), retirement distribution strategies, deductibility rules and potential tax implications
- Assist clients with rollover and transfer decisions by following established firm procedures while providing recommendations that are in the client’s best interests in adherence to DOL Fiduciary rules
- Contact clients via outbound calls regarding business development, education, asset gathering and retention opportunities; assist in educating our branches and Scottrade employees on retirement basics and planning strategies
- Provide overflow phone support for Guidance Solutions Group as needed
- Provide support to branch Investment Consultants on complex retirement issues including qualified employer plans, SEP, SIMPLE, and Solo 401(k), retirement distribution strategies, deductibility rules and potential tax implications
- Provide advanced level of support and expertise to branch Investment Consultants and Guidance Solutions Group regarding the Rollover/Transfer Questionnaire and resulting recommendations through the DOL consultation process for retirement account transfers and rollovers
- Act as subject matter expert and serve as a point of escalation for Guidance Solutions Group retirement topics/accounts
8
Responsibilities For Retirement Plan Account Resolution Specialist Resume
- Train and Mentor new Retirement Specialists
- Advised and Guided team leaders and team
- Retirement Specialist Support Manager and team
- Other Fidelity departments and personnel
- Deliver an ideal service experience on a core retirement topic through development and application of in-depth technical, process and firm policy knowledge as well as a good understanding of financial calculations and vendor product support
- Identify and call attention to contacts, processes and policies which do not support branch efficiency
- Demonstrate an understanding of pending, recently enacted and existing rules / regulations of various governing bodies including, but not limited to, the DOL (ERISA), IRS, SEC, state agencies, CRA and IROC
9
Responsibilities For Retirement Service Specialist, Operations Resume
- Demonstrate proficiency with the commonly used retirement and non-retirement operational systems/tools and utilize all available resources to support branch workflow and education
- Take ownership of inquiries, consistently meet deadlines and follow through appropriately
- Establish credibility by accurately, clearly and completely explaining technical information and retirement product details with confidence and professionalism through verbal and written communications
- The ability to sustain a high level of productivity and quality during varying business cycles is required
- Identify current product, process, and/or most commonly used retirement and non-retirement system knowledge gaps and educate relevant to the receiver's need
- Efficiently utilize multiple tools/systems on each interaction to fully understand the scope of the request. Examples include windows based tools, Microsoft Office and Edward Jones proprietary resources. (Knows what they are, how to use and when)
- Collaboration skills are necessary to build and maintain relationships within Retirement Services
10
Responsibilities For HR Retirement Plans Specialist Resume
- Generating and increasing 401(k) sales across a range of retirement alliance partners by becoming the premier retirement partner to retirement platform wholesalers and financial advisors
- Supporting top retirement advisors and consultants by delivering high quality, high energy investment, marketing and sales education via in-person visits, calls, emails, etc
- Working with Legg Mason regional Sales Directors to develop and implement a comprehensive sales strategy (including sales objectives and marketing strategies) for each alliance partner firm
- Conducting meetings with, and provide marketing and seminar support for, alliance marketing specialists and financial consultants to sell Legg Mason products within alliance platforms
- Organizing and representing Legg Mason at all retirement plan specific functions of a national and/or regional scope, including national conferences, training sessions, due diligence meetings, etc
- Effectively managing a promotions and entertainment budget to influence territory sales
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