Retirement Plan Consultant

Franklin Templeton • Boston, MA

1d • $60,000 - $70,000 • Hybrid

About The Position

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! What is the Workplace Retirement Sales team 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) serves as a subject matter expert and strategic partner within Franklin Templeton’s Workplace Retirement Sales team. Working closely with a Senior Retirement Plan Director and Business Development Director (external wholesalers), the RPC is responsible for driving sales of mutual funds, CITs, and sub-advised products in employer-sponsored retirement plans. This role requires knowledge of ERISA, plan design, investment menu construction, and platform partner capabilities. The RPC leads client engagement efforts and contributes to firm-wide initiatives. They are expected to proactively build relationships with top-tier advisors, deliver thought leadership, and support the firm’s mission of helping more Americans achieve positive retirement outcomes.

Requirements

• Bachelor’s degree or equivalent experience.
• Experience in outbound sales environments and advisor engagement preferred.
• Need to obtain FINRA Series 7 and 63 within 90 days of hire.
• Knowledge of Contact Management Systems, Microsoft Word, Excel, Outlook, PowerPoint, RRI, FI360, 401(k) Prospecting databases
• Experience in an outbound call environment preferred.
• Understanding of 401(k) plans, ERISA, and investment menu design preferred.
• Strong presentation, communication, and relationship-building skills.
• Proficiency in Microsoft Office and CRM tools.
• Self-starter with strong organizational and multitasking abilities.
• Ability to thrive in a fast-paced, client-focused environment.
• Mutual Fund knowledge/passion
• Outgoing personality and excellent customer service
• Team player with an ability to multi-task
• Demonstrates flexibility & adapts to change quickly
• Attention to detail
• Ability to handle stressful environment
• Self-starter, driven, great follow through
• Highly organized, efficient, and goal oriented

Nice To Haves

• CRPS, AIF, or other retirement-related designations preferred or willingness to obtain.

Responsibilities

• Partner with Senior Retirement Plan Director and Business Development Director to develop and execute territory business plans.
• Serve as the primary internal point of contact for Tier 1 and Tier 2 DC advisors.
• Lead proactive outreach and relationship development with financial professionals.
• Deliver high-impact presentations on Franklin Templeton products, services, and value-add tools.
• Identify and cultivate new retirement-focused producers.
• Collaborate with platform partners and third-party administrators to uncover and advance 401(k) opportunities.
• Maintain accurate and up-to-date records in CRM systems.
• Analyze sales and asset reports to identify growth opportunities.
• Represent Franklin Templeton in industry events and internal cross-functional initiatives.

Benefits

• Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level