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Retirement Plan Consultant
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- 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.
- What is the Retirement Plan Consultant responsible for?
- The Retirement Plan Consultant (RPC) acts as a subject matter expert and works in partnership with a Senior Retirement Plan Strategist (external wholesaler) to achieve an annual sales goal.
- The primary activity consists of outbound phone calls to financial professionals, as well as serving as a subject matter expert and resource to Franklin Templeton's US Distribution organization and Financial Advisors across the firm's network of distribution partners by working with Franklin Templeton's independent Specialist Investment Managers and other internal groups.
- This role requires an understanding of ERISA, plan design, investment menu design, various retirement platform partner features and fund availability, and requires both proactive and reactive sales and client service support of Franklin Templeton's distribution effort including the following responsibilities.
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