UBS
Retirement Benefits Consultant, Workplace Wealth Solutions
UBS, Chicago, Illinois, United States, 60290
Retirement Benefits Consultant, Workplace Wealth Solutions
Get AI-powered advice on this job and more exclusive features.
Job Reference #
324206BR
Job Type
Full Time
Your role
Do you have a passion for the retirement plan business? Can you build collaborative relationships with Financial Advisors to provide solutions based on client needs? Are you effective at not only providing expert sales and product support but also identifying new business opportunities? We are looking for someone with these qualities who can:
provide expert sales support to Financial Advisors by leveraging knowledge of the retirement industry and UBS retirement and financial wellness capabilities and tools
engage with Financial Advisors remotely and in person to identify Workplace Wealth Solutions opportunities within their current book or through prospecting efforts
educate and promote the value of Workplace Wealth Solutions products to Financial Advisors and the benefits they can provide to their clients
develop a sales strategy for the assigned territory to achieve Workplace Wealth Solutions goals and coordinate with field management to host regional, market and branch level meetings
partner with key recordkeeping and investment firms to support financial advisors and support Retirement Plan Consultants with partnering opportunities, sales presentations and RFPs to help close business effectively
work with non-specialist Financial Advisors on Workplace Wealth Solutions opportunities and support them through the sales journey, including discovery, product alignment and final presentations
conduct proactive outreach in support of strategic business priorities and other initiatives, track activity using a sales CRM and participate in periodic business meetings to communicate impact and success stories
collaborate with retirement and financial wellness program management teams; provide feedback on program information, sales communications and marketing materials
participate in education sessions with recordkeepers and other industry providers to deepen knowledge and identify ways to increase sales
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law should be subject to criminal penalties and civil liability.
Your team
You’ll be joining the Workplace Wealth Solutions Sales Team. This team focuses on driving retirement and financial wellness sales and retention.
Your expertise
Bachelor's degree in business or equivalent experience
ideally 4+ years of experience supporting institutional clients and/or Financial Advisors
detailed knowledge of retirement plans, including 401(k) plans
good understanding of retirement consulting services, recordkeeping and other service providers
specific knowledge of investment products including mutual funds, COLAs, and separate accounts
excellent verbal and written communication and presentation skills
strong problem solving skills and ability to travel
CRPS or other industry designation a plus
Series 7 and 66 licensed (or 63 and 65)
strategic thinker able to understand and prioritize client needs; curious and passionate about constant improvement
committed to driving value for clients and effectively manage client expectations
About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Salary Information
The expected salary range for this role is $160,000 to $220,000 and may include discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
National Benefits & Technology Administration Manager - Remote
– Chicago, IL
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Job Reference #
324206BR
Job Type
Full Time
Your role
Do you have a passion for the retirement plan business? Can you build collaborative relationships with Financial Advisors to provide solutions based on client needs? Are you effective at not only providing expert sales and product support but also identifying new business opportunities? We are looking for someone with these qualities who can:
provide expert sales support to Financial Advisors by leveraging knowledge of the retirement industry and UBS retirement and financial wellness capabilities and tools
engage with Financial Advisors remotely and in person to identify Workplace Wealth Solutions opportunities within their current book or through prospecting efforts
educate and promote the value of Workplace Wealth Solutions products to Financial Advisors and the benefits they can provide to their clients
develop a sales strategy for the assigned territory to achieve Workplace Wealth Solutions goals and coordinate with field management to host regional, market and branch level meetings
partner with key recordkeeping and investment firms to support financial advisors and support Retirement Plan Consultants with partnering opportunities, sales presentations and RFPs to help close business effectively
work with non-specialist Financial Advisors on Workplace Wealth Solutions opportunities and support them through the sales journey, including discovery, product alignment and final presentations
conduct proactive outreach in support of strategic business priorities and other initiatives, track activity using a sales CRM and participate in periodic business meetings to communicate impact and success stories
collaborate with retirement and financial wellness program management teams; provide feedback on program information, sales communications and marketing materials
participate in education sessions with recordkeepers and other industry providers to deepen knowledge and identify ways to increase sales
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law should be subject to criminal penalties and civil liability.
Your team
You’ll be joining the Workplace Wealth Solutions Sales Team. This team focuses on driving retirement and financial wellness sales and retention.
Your expertise
Bachelor's degree in business or equivalent experience
ideally 4+ years of experience supporting institutional clients and/or Financial Advisors
detailed knowledge of retirement plans, including 401(k) plans
good understanding of retirement consulting services, recordkeeping and other service providers
specific knowledge of investment products including mutual funds, COLAs, and separate accounts
excellent verbal and written communication and presentation skills
strong problem solving skills and ability to travel
CRPS or other industry designation a plus
Series 7 and 66 licensed (or 63 and 65)
strategic thinker able to understand and prioritize client needs; curious and passionate about constant improvement
committed to driving value for clients and effectively manage client expectations
About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Salary Information
The expected salary range for this role is $160,000 to $220,000 and may include discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
National Benefits & Technology Administration Manager - Remote
– Chicago, IL
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr