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Retirement Marketing Associate, Retirement Marketing
(Retirement Marketing provides advanced technical, marketing, and product-based support, as well as legislative updates, to help our advisors service and grow their retirement business.)
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Commonwealth Financial Network is a prominent national investment company that prides itself on offering the highest level of service. In addition to various industry awards, Commonwealth has been acknowledged for five consecutive years as one of the Best Places to Work in Massachusetts by the Boston Business Journal. The applicant should exemplify this level of service.
As a team member, the internal retirement marketing associate’s responsibilities include:
- Handling calls from advisors and home office personnel on a variety of topics, from qualified plans (401(k), 403(b), and 457(b)) to IRAs, ROTHs, SEP-/SIMPLE IRAs, distributions, portability, and so on
- Handle inquiries on qualified plan design, contributions, and administration
- Assist Retirement Marketing team members with managing day-to-day activities and projects
- Research industry trends and write materials related to retirement plan compliance and business development
- Assist advisors and team members with developing sales ideas and creating marketing campaigns and materials
Requirements:
- 1–3 years' experience with retirement plans within financial services industry
- Series 7, 63, 65, or 66 securities licenses, preferred
- Exemplary phone and public-speaking skills
- Ability to work independently and to manage multiple projects
- Effective written and oral communication skills; ability to foster interdependent relationships
- Desire to work hard and have fun
Waltham, MA position
Please reference the job code 08-061 when applying.
Click here to apply
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