Retirement Solution Specialist, Western territory (REMOTE)

Job Number: 10151

Job Number: 260000FB

External Description: 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.

Equitable is seeking a Retirement Solutions Specialist (RSS) to join our Group Retirement team. The RSS provides dedicated, concierge-level support to targeted Retirement Benefits Group (RBG) advisors and their clients. The role is focused on proactively engaging existing clients to strengthen their retirement readiness by increasing contributions, re-engaging clients who have stopped contributing, identifying asset consolidation opportunities, and helping retain retirement assets within Equitable.

The RSS will work closely with advisors as an extension of their practice, using proactive client outreach, education, and data-driven insights to identify opportunities and drive meaningful client outcomes. 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 ( 9:00am to 6:00pm Pacific time zone). Periodic office visits may be requested based on business and training needs.

What You'll Be Doing

Proactive Client Outreach: Engage clients through outbound phone calls, email, and other approved communication channels to discuss their retirement savings, contribution activity, and ways to support their retirement savings goals.
Client Engagement & Re-Engagement: Proactively connect with clients who have reduced, paused, or stopped contributions to understand their circumstances, provide education, address concerns, and help them evaluate opportunities to restart contributions.
Contribution Enhancement: Identify and engage existing contributors who may have an opportunity to increase their retirement plan contributions. Educate clients on the potential long-term impact of increasing their savings and provide appropriate contribution options.
Concierge Advisor Support: Provide dedicated support to assigned RBG advisors and their clients, serving as an extension of the advisor's practice and helping strengthen ongoing client engagement.
Advisor Collaboration: Partner closely with RBG advisors to identify opportunities within their existing books of business, develop targeted outreach strategies, and connect clients back to their advisor when additional financial guidance or advice is appropriate.
Client Education: Educate clients on retirement savings concepts, contribution strategies, plan features, and the importance of consistent long-term savings while delivering a high-quality, personalized client experience.
Asset Consolidation & Rollover Opportunities: Identify clients with retirement assets held outside of Equitable or clients who may be at risk of moving existing assets. Educate clients on available options and partner with their Equitable Advisor to support appropriate asset consolidation and retention opportunities.
Data-Driven Opportunity Identification: Review and analyze client and advisor data to identify trends, prioritize outreach opportunities, and develop targeted strategies to improve contribution and engagement rates.
Follow-Up & Relationship Management: Maintain consistent and timely follow-up with clients and advisors to help move identified opportunities forward and provide a seamless client experience.
Activity Tracking & Reporting: Accurately document client interactions, outreach activity, opportunities, and outcomes within applicable systems and maintain appropriate records in accordance with company policies and regulatory requirements.
Performance Management: Track and report key performance indicators, including outbound activity, client engagement, contribution increases, contribution restarts, asset consolidation opportunities, and other identified client outcomes.

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

Required Qualifications

Bachelor's degree or relevant professional work experience
FINRA Series 6 and 63, active upon hire
Life, Health, and Variable licenses, active or ability to obtain within 30 days of hire
2 years professional experience in a sales support or client-facing role within financial services

Preferred Qualifications

Professional work experience in Retirement Services
FINRA Series 7 and 65 registrations, highly desired
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

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.

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 TalentAcquisition@equitable.com .

Community / Marketing Title: Retirement Solution Specialist, Western territory (REMOTE)

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