Retirement Plan Consultant - St Petersburg, United States - Franklin Templeton

Description

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.

Come join us in delivering better outcomes for our clients around the world

What is the Workplace Retirement Sales responsible for?

Franklin Templeton's Workplace Retirement Sales team within US Distribution is responsible for directing and expanding sales of mutual funds, CIT's and sub-advised portfolio products in employer-sponsored retirement plans offered through the workplace. The Workplace Retirement Sales team works closely with other channels within US Distribution (Wirehouse, RBI, PWD), as well as Franklin Templeton's independent Specialist Investment Managers, as subject matter experts on ERISA retirement plan design, plan investment menu design and analysis, Franklin Templeton's proprietary advice engine "GOE," FinTech, current industry trends and Franklin Templeton products and services. The Workplace Retirement Sales team offers thought leadership in retirement plan services, investments, and works diligently as a key business partner to retirement plan advisory firms, consultants, and retirement plan sponsors, with the goal of helping more Americans reach a positive retirement outcome.

What is the Retirement Plan Consultant responsible for?

The Retirement Plan Consultant (RPC) acts as a subject matter expert and works in partnership with a Senior Retirement Plan Strategist (external wholesaler) to achieve an annual sales goal. The RPC, in partnership with their SRPS, maintains an ownership list of contacts as the primary salesperson and is accountable to minimum activity requirements. The primary activity consists of outbound phone calls to financial professionals, as well as serving as a subject matter expert and resource to Franklin Templeton's US Distribution organization and Financial Advisors across the firm's network of distribution partners by working with Franklin Templeton's independent Specialist Investment Managers and other internal groups. This role requires an understanding of ERISA, plan design, investment menu design, various retirement platform partner features and fund availability, and requires both proactive and reactive sales and client service support of Franklin Templeton's distribution effort including the following responsibilities.

What are the ongoing responsibilities of a Retirement Plan Consultant?

• Presentation and territory development. Assist in the development and management of territory business plans focused on top and second tier producers.
• Develop relationships with Tier 1 and Tier 2 DC advisors. Proactive monthly contact or as frequent as necessary.
• Assist with territory and firm-wide campaigns through proactive contact and relationship building with clients.
• Prospect for and develop new retirement focused producers interested in Franklin Templeton product solutions.
• Conduct proactive sales presentations to top and 2nd tier producers, recordkeeper platform partners, and third-party administrators highlighting FT Funds and Value-Adds. Discuss how these tools can be of benefit or meet their needs.
• Keep advisor information current in the CRM.
• Analyze firm sales and asset reports to determine territory opportunities.
• Event driven activities: coordinating with External Wholesalers (EW), retail Internal Wholesalers (IW) and Admin's for upcoming events, literature, reminder calls, follow-up strategies, etc.
• Uncover 401(k) Plan opportunities with Advisors and delivering corresponding leads to our platform partners for proposal opportunities - document opportunities in CRM.

What ideal qualifications, skills & experience would help someone to be successful?

EDUCATION AND EXPERIENCE

• Bachelor's degree or equivalent experience.
• Willingness to obtain CRPS, AIF and possibly other retirement designations.
• One to Three years equivalent sales or service experience and/or outbound call environment preferred.

LICENSES AND CERTIFICATIONS

• NASD Series 7 and 63 required (must be obtained within 90 days of hire)

ADDITIONAL DESIRABLE QUALIFICATIONS

• Knowledge of Contact Management Systems, Microsoft Word, Excel, Outlook, PowerPoint, RRI, FI360, 401(k) Prospecting databases

KNOWLEDGE, SKILLS, AND ABILITIES

• Experience in an outbound call environment preferred.
• Knowledge of 401(k) Retirement Plans preferred.
• Mutual Fund knowledge/passion
• Effective phone skills
• Relationship building skills.
• Outgoing personality
• Presentation skills
• Team player
• Ability to multi-task
• Demonstrates flexibility & adapts to change quickly.
• Attention to detail.
• Handle stressful environment.
• Great follow through
• Great customer service
• Goal oriented
• Organized
• Efficient
• Self-starter, driven.

TRAVEL REQUIREMENTS

• Occasional as needed.

Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary range for this position to be $60,000 - $80,000.

Experience our welcoming culture and reach your professional and personal potential

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center*
• Onsite cafeteria*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.