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Retirement Plan Specialist
Retirement Plan SpecialistFairygodboss • Rancho Cucamonga, CA, US
Retirement Plan Specialist

Retirement Plan Specialist

Fairygodboss • Rancho Cucamonga, CA, US
2 days ago
Job type
  • Full-time
Job description

91% say women are treated fairly and equally to men

93% would recommend this company to other women

92% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

258152

Position summary

We strive for every interaction to be driven by our CORE values : Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, and Social Responsibility.

RESPONSIBILITIES :

Reach or exceed assigned sales goals

Develop and execute a cold calling strategy to target prospects

Mine existing and prospective clients for referral business both new and conversion

Establish and maintain good customer relations, with both internal and external customers

Connect customers' business needs with ADP's and ADP's Alliance Partners Retirement Services product(s)

Build mutually beneficial relationships with Alliance Partners

Build network in person and via phone with key decision makers in a designated territory.

PREFERRED QUALIFICATIONS

Preference will be given to candidates who have the following :

Demonstrated ability to exceed sales quotas

Business-to-business experience, qualified plan industry, Defined Contribution plan design and ERISA knowledge.

Existing relationships with Financial Advisors in the assigned territory is a plus.

Goal oriented and ambitious, with capacity and drive to reach and exceed quotas

Demonstrated cold calling sales ability, with assertive, positive and persistent style

Proven customer service and relationship building skills

Ability to effectively communicate through all mediums (verbal, listening, written)

Aptitude for acquiring sales skills and product knowledge

Organized, with effective time management skills

Ability to work independently and with a team

General business acumen

Mature and self-confident

Capacity to work under pressure

Strong work ethic

Committed to building a career path.

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits : Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $54,300.00 - $117,400.00 / Year

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP : ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including : race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

Ethics at ADP : ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https : / / jobs.adp.com / life-at-adp / to learn more about ADP's culture and our full set of values.

91% say women are treated fairly and equally to men

93% would recommend this company to other women

92% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

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Retirement Plan Specialist • Rancho Cucamonga, CA, US

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