Retirement Sales Associate
The Retirement Consulting Services department provides advanced technical, marketing, and product-based support, as well as legislative updates, to help our advisors service and grow their retirement business.

As a retirement sales associate, your responsibilities would include:

• Logging into our phone system, up to seven hours per day, to handle inbound calls from advisors and sales assistants on a variety of retirement-related topics, from IRAs to qualified plans (e.g., 401(k)s, 403(b)s, 457s), as well as complex questions regarding distributions, portability, and plan design
• Counseling advisors on the most appropriate solution for their clients
• Assisting advisors facing a new client/prospect situation in evaluating appropriate solutions and competitive positioning
• Researching industry trends, presenting on retirement topics to home office staff, and assisting with various department projects, as needed
• Assisting advisors and team members with developing sales ideas and creating marketing campaigns and materials

The ideal candidate would also meet the following requirements:

• 3–5 years of customer service and/or sales experience in the individual and qualified retirement plan space
• Extensive knowledge of IRAs and qualified retirement plans
• Understanding of ERISA and fiduciary responsibilities and a passion for the retirement marketplace
• Familiarity with RIA model and fee-based management
• Outstanding communication, interpersonal, and relationship-building skills
• Highly skilled in communicating with advisors over the telephone
• Strong presentation skills to cover training sessions via phone, Internet, and in person
• High degree of computer literacy and database management
• BA/BS degree
• FINRA Series 7, 63, and 65 registrations, required
• AIF^®, PRP, or CRPS^®, preferred

A Best Place to Work, a Great Place to Be
Commonwealth Financial Network^® is an independent broker/dealer based in Waltham, Massachusetts, and San Diego, California.

We are a community of more than 400 home office staff helping more than 1,300 independent financial advisors achieve their own version of success. Our dual vision—to be the best at everything we do and to maintain a supportive environment where we all can thrive—has earned us recognition as a Boston Business Journal Best Place to Work for the last six consecutive years; a Computerworld Best Place to Work in IT for the past three consecutive years; and #1 debuts in the midsize category in the Boston Globe’s 2008 list of the 100 Top Places to Work and the San Diego Business Journal’s 2009 Best Places to Work.

We stand apart for our commitment to indispensable service, profitability, individual development—and fun. If you’re equally passionate about what you do and want to know more about our refreshing culture, please let us hear from you.

Commonwealth Financial Network is an equal opportunity employer.

Waltham, MA position