Retirement Solution Specialist

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.  

The Retirement Solution Specialist will provide dedicated concierge support to targeted RBG (Retirement Benefit Group) advisors and their clients. This role focuses on increasing in-force client contributions and re-engaging non-contributors to restart their contributions. The goal is to ensure participants are actively contributing to their retirement accounts, leading to a more secure retirement future.

What You’ll Be Doing

• Concierge Support\: Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation.
• Client Engagement\: Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions.
• Contribution Enhancement\: Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up.
• Advisor Collaboration\: Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations.
• Client Education\: Educate clients on the benefits of regular contributions and the impact on their long-term retirement security.
• Rollover Solutions\: Identify clients at risk of moving their assets outside of Equitable and provide tailored rollover product solutions to retain their business in partnership with their Equitable Advisor(s)
• Data Analysis\: Analyze client data to identify trends, potential issues, and opportunities for increasing contributions.
• Reporting\: Track and report on key performance metrics related to client contributions and re-engagement efforts.

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8\:30 AM–5\:30 PM EST). Periodic office visits may be requested based on business needs.

The base salary for this position is $60,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits\: Equitable Total Rewards Program

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.  

The Retirement Solution Specialist will provide dedicated concierge support to targeted RBG (Retirement Benefit Group) advisors and their clients. This role focuses on increasing in-force client contributions and re-engaging non-contributors to restart their contributions. The goal is to ensure participants are actively contributing to their retirement accounts, leading to a more secure retirement future.

What You’ll Be Doing

• Concierge Support\: Offer personalized assistance to RBG advisors and their clients, addressing queries, providing insights, and offering options for retirement contributions and asset consolidation.
• Client Engagement\: Actively reach out to clients with inactive or paused contributions to understand their concerns and encourage them to resume contributions.
• Contribution Enhancement\: Develop and implement strategies to increase contributions from existing clients, including personalized communication and follow-up.
• Advisor Collaboration\: Work closely with RBG advisors to identify opportunities for improving client contribution rates and provide actionable recommendations.
• Client Education\: Educate clients on the benefits of regular contributions and the impact on their long-term retirement security.
• Rollover Solutions\: Identify clients at risk of moving their assets outside of Equitable and provide tailored rollover product solutions to retain their business in partnership with their Equitable Advisor(s)
• Data Analysis\: Analyze client data to identify trends, potential issues, and opportunities for increasing contributions.
• Reporting\: Track and report on key performance metrics related to client contributions and re-engagement efforts.

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8\:30 AM–5\:30 PM EST). Periodic office visits may be requested based on business needs.

The base salary for this position is $60,000. This role is eligible for variable compensation.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits\: Equitable Total Rewards Program

What You Will Bring

• Bachelor’s degree in Finance, Business, or a related field.
• Series 6, 63, life, health and variable required.
• Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry.
• Proven experience in financial services, particularly in retirement planning or sales support.
• Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors.
• Excellent problem-solving skills and a proactive approach to client engagement.
• Ability to analyze data and develop strategic plans to increase client contributions.
• Knowledge of retirement plans, contribution strategies, and financial products.
• High level of professionalism and a client-focused mindset.
• Flexible remote
• Occasional travel may be required for client meetings or branch visits

Preferred Qualifications

• Relevant certifications (e.g., Series 7, Series 66) preferred but not required.

Skills

Communicating for Impact\: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.

Cross-functional Collaboration\: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Financial Services Industry\: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients.

Managing Multiple Priorities\: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

#LI-Remote

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. 

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. 

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. 

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.  Click Careers at Equitable to learn more. 

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. 

NOTE\: Equitable participates in the E-Verify program. 

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected]. 

What You Will Bring

• Bachelor’s degree in Finance, Business, or a related field.
• Series 6, 63, life, health and variable required.
• Minimum of 1-3 years of experience in a sales support or client-facing role within the financial services industry.
• Proven experience in financial services, particularly in retirement planning or sales support.
• Strong communication and interpersonal skills, with the ability to build relationships with clients and advisors.
• Excellent problem-solving skills and a proactive approach to client engagement.
• Ability to analyze data and develop strategic plans to increase client contributions.
• Knowledge of retirement plans, contribution strategies, and financial products.
• High level of professionalism and a client-focused mindset.
• Flexible remote
• Occasional travel may be required for client meetings or branch visits

Preferred Qualifications

• Relevant certifications (e.g., Series 7, Series 66) preferred but not required.

Skills

Communicating for Impact\: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.

Cross-functional Collaboration\: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Financial Services Industry\: Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial advice to clients.

Managing Multiple Priorities\: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

#LI-Remote

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. 

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. 

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. 

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.  Click Careers at Equitable to learn more. 

**********

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. 

NOTE\: Equitable participates in the E-Verify program. 

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected].