Senior Retirement Plan Director

🕒 May 20

🏄 California, Idaho, +5 more states – Remote

🏄 California – Remote 🥔 Idaho – Remote 🦬 Montana – Remote 🎰 Nevada – Remote 🌲 Oregon – Remote ☕ Washington – Remote 🦬 Wyoming – Remote

💵 $150k / year

⏰ Full Time

🟠 Senior

👔 Director

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Franklin Templeton

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1947

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Franklin Templeton is a global investment management organization that focuses on delivering innovative solutions to meet the investment needs of clients. With a long history of fund management, Franklin Templeton offers a range of investment strategies that emphasize various asset classes and regions. The company is dedicated to ensuring clients' privacy and providing personalized experiences through its online platforms.

📋 Description

• Manage and cultivate key intermediary/provider relationships and developing fund sales through those contacts • Partner with wholesalers of national recordkeeping platforms to further enhance awareness of Franklin Templeton investment capabilities • Market Franklin Templeton's value-added programs to help Retirement Intermediaries design better plan solutions and grow their book of business • Maintain knowledge of industry related trends/topics and maintain proficiencies in delivering value-added presentations to advisor and plan sponsor audiences

🎯 Requirements

• 10+ years of field consulting / sales experience within the DC and investment industry • FINRA Series 7 & 63 Licenses required • Advanced investment/product knowledge including Target Date Solutions and Stable Value • Strong relationship management skills • Strong organizational skills and ability to manage a large territory with many moving parts • Strong sales skills focused on closing • Public speaking and seminar experience • Experience working within the territory, New England preferred

🏖️ Benefits

• 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*