This is a home-based position, but the preferred location for this position will be a close distance from an airport in either Salt Lake City, Denver or Colorado Springs, Portland, or Seattle.   ADP is hiring a Retirement Counselor II. In this role you will be focused on increasing revenue, and ensuring compliance by conducting targeted training to clients and their associates. Deliver prepared, concise and persuasive presentations in a variety of settings. Responsible for driving revenue by increasing participation, deferral rates and attaining roller assets from our new and existing client base.
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RESPONSIBILITIES:

Responsible for driving 401(k) participation with new and existing clients:  Reviews client detail and early assessment of client needs with the New Business Associates, Relationship Management Associates, Sales Associates and studying client plan specifications.   Responsible for soliciting rollover assets from meeting participants.  Maintain FINRA licensing requirements and continuing education. Need to maintain a high level of knowledge of investing and mutual funds.  Schedule all client meetings in multi-region territories. Attend pre-implementation visits as required (15-20% travel). Maintains in-depth knowledge of all retirement services product lines including alliance partners. Stays current on new and existing 401(k) legislation.  Schedules and conducts 10 meetings per week: Must maintain productivity by managing their schedules based on geography. Must maintain productivity by moving to outside territories when their territory is slow.  Maintain and verify reporting on client meeting, participation and rollover metrics.  Help mentor and train junior associates.  Performs other related duties as assigned. QUALIFICATIONS REQUIRED: Bachelor's Degree or Equivalent in Education & Experience FINRA Licenses 6 or 7 and 63 3-5 Years of directly related experience

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:

In depth working knowledge in retirement services industry. Financial services background.  Strong and proven presentation skills and experience with PowerPoint. Ability to prioritize and set schedule, strong organization and time management skills.  Availability to travel. Excellent communication skills.  Excellent customer service skills. Bilingual (English and Spanish) preferred

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