Senior Retirement Plan Director

This is a fully remote position, open to applicants in California, +6 more states.

📋 Description

• Oversee and nurture essential intermediary/provider connections while driving fund sales through these relationships.

• Collaborate with wholesalers from national recordkeeping platforms to boost awareness of Franklin Templeton's investment offerings.

• Promote Franklin Templeton's value-added programs to assist Retirement Intermediaries in crafting superior plan solutions and expanding their business portfolios.

• Stay updated on industry trends/topics and excel in delivering value-added presentations to advisors and plan sponsors.

⛳️ Requirements

• A minimum of 10 years of field consulting/sales experience in the DC and investment sectors.

• FINRA Series 7 and 63 Licenses are mandatory.

• In-depth knowledge of investments/products, including Target Date Solutions and Stable Value.

• Exceptional relationship management capabilities.

• Strong organizational skills with the capacity to handle a large territory with numerous elements.

• Proven sales abilities focused on closing deals.

• Experience in public speaking and conducting seminars.

• Familiarity with the territory, preferably in New England.

🏝️ Benefits

• Three weeks of paid time off in the first year.

• Comprehensive medical, dental, and vision insurance.

• 401(k) Retirement Plan featuring an 85% company match on your pre-tax and/or Roth contributions, up to IRS limits.

• Employee Stock Investment Program.

• Tuition Assistance Program.

• Ability to purchase company funds without incurring sales charges.

• Access to an onsite fitness center and recreation center.*

• Onsite cafeteria.*