Retirement Plan Specialist $70k-90k

Charlotte, NC 28209

Posted: 03/21/2023 Industry: Employee Benefits & Retirement Services Job Number: JL23.1.30.1 Pay Rate: $70,000 - $90,000 Experience:

Job Description

Retirement Plan Specialist 70k-90k

  • Serve as a liaison between the Retirement Sales Consultants and our clients
  • Assist Retirement Consultants with proposal generation for qualified plans coordinating with the sales desks of our product sponsor’s
  • Respond to inbound inquiries from our advisors around the technical aspects of employer sponsored plans
  • Work alongside the Retirement Plan Consultants in outbound efforts for various campaigns
  • Maintain the current marketing collateral for our advisors that we make available along with sourcing new value add content from our product sponsors
  • Experience and Knowledge in ADP/ACP testing, 5500’s, explaining testing results to clients
  • Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors
  • Productively work together and collaborate with other home office departments


Job Requirements

What You Need To Have

  • Bachelor's Degree
  • 3 + years with a focus in the retirement plan industry (401k, etc.)
  • Licenses preferred: Series 6/7/63
  • Microsoft Office (required), (preferred)
  • Excellent verbal and written communication skills
  • Positive, customer focused attitude and demeanor with a desire to provide outstanding service.
  • Work well in groups and have good problem-solving skills.
  • Cetera Retirement Plan Solutions is a fast-growing dynamic division. Individuals will need to be able to multi-task and adjust quickly to the changing environment.

Meet Your Recruiter

Jasmine Laney
Executive Recruiter

I Joined CPS, inc’s Employee Benefits division earlier this year and feel like I’ve found my home. I recruit at all levels of experience within the qualified and nonqualified retirement plan industry. My expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. When I’m not in the office I enjoy spending time with my friends and family. You can find me refereeing for IHSA on the weekends and perfecting my euro-step like Lebron… Even though he travels… Get in touch with me about opportunities or if you want to chat about the latest games.  

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