Retirement Counselor

Work Location(s): Albany, NY, US

ADP is hiring a Retirement Counselor II. In this role you will be focused on increasing revenue, and ensuring compliance by conducting targeted training to clients and their associates. Deliver prepared, concise and persuasive presentations in a variety of settings. Responsible for driving revenue by increasing participation, deferral rates and attaining roller assets from our new and existing client base.

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

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, & Social Responsibility.

RESPONSIBILITIES:

• Responsible for driving 401(k) participation with new and existing clients: 
• Responsible for soliciting rollover assets from meeting participants. 
• Maintain FINRA licensing requirements and continuing education. Need to maintain a high level of knowledge of investing and mutual funds. 
• Schedule all client meetings in multi-region territories. Attend pre-implementation visits as required. 
• Maintains in-depth knowledge of all retirement services product lines including alliance partners. Stays current on new and existing 401(k) legislation. 
• Schedules and conducts 10 meetings per week:
• Maintain and verify reporting on client meeting, participation and rollover metrics. 
• Help mentor and train junior associates. 
• Performs other related duties as assigned.

QUALIFICATIONS REQUIRED:

• Bachelor’s Degree or Equivalent in Education & Experience
• FINRA Licenses 6 and 63
• 3-5 Years of directly related experience
• Bi-Lingual 
• Ability to travel (roughly 30% to boroughs, West Chester, and Long Island)

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:

• In depth working knowledge in retirement services industry.
• Financial services background. 
• Strong and proven presentation skills. 
• Ability to prioritize and set schedule, strong organization and time management skills. 
• Excellent communication skills. 

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to 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, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, 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.