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Retirement Plan Consultant
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.
What are the ongoing responsibilities of a Retirement Plan Consultant?
- 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.
What ideal qualifications, skills & experience would help someone to be successful?
EDUCATION AND EXPERIENCE
- Bachelor’s degree or equivalent experience.
- Experience in outbound sales environments and advisor engagement preferred.
LICENSES AND CERTIFICATIONS
- Need to obtain FINRA Series 7 and 63 within 90 days of hire.
- CRPS, AIF, or other retirement-related designations preferred or willingness to obtain.
ADDITIONAL DESIRABLE QUALIFICATIONS
- Knowledge of Contact Management Systems, Microsoft Word, Excel, Outlook, PowerPoint, RRI, FI360, 401(k) Prospecting databases
KNOWLEDGE, SKILLS, AND ABILITIES
- 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
TRAVEL REQUIREMENTS
- Occasional as needed
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the annual salary for this position to range between $60,000-70,000, depending on level of relevant experience, plus discretionary bonus.
#LI-Hybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
- 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*
- Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
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