Retirement Solutions Consultant- St. Louis, Mo, Ar, Ok
PLANCO/The Hartford (St Louis, Missouri)

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This position reports to the Vice President of the Retirement Solutions Group

LOCATION: 

This position will be based in St. Louis Missouri and will cover Missouri, Arkansas and Oklahoma.

INTERNAL/EXTERNAL RELATIONSHIPS:      

This position interfaces closely with existing PLANCO wholesalers, Retirement Support Specialist, brokers and the general public. Where required, this role will garner resources and intelligence from other areas within Hartford’s Investment Products Division to ensure effective cross-fertilization of existing relationships, market knowledge, and overall support activities in growing this business.  Externally, this position interfaces with diverse constituents including: independent distributors, internal wholesalers, banks and wire houses.

OVERALL RESPONSIBILITIES: 

The Retirement Solutions Consultant will have the following accountability:

§   Educating financial advisors and consumers about retirement risk by conducting retirement client seminars

§   Act as the retirement knowledge expert to wholesalers and brokers

§   Conduct key account meetings with our regional firms, independent firms, brokerage firms and banks educating their back office staff on various illustrations and prospecting tools.

§   Conduct meetings with financial advisors educating them on our retirement planning tools and advanced markets topics

§   Educate and train advisors to deliver the retirement story

§   Work closely with the wholesalers to provide solutions to our financial advisors.

CANDIDATE QUALIFICATIONS:           

Candidates will have a substantial and demonstrated track record for conducting client retirement seminars. Requires 10+ years in an investment related field with specific knowledge of mutual funds, annuities, qualified plans and IRAs. Candidates should have or be working to obtain CFP, ChFC or CRPC designations.  Must possess Life licenses for the states you will cover, Series 7 or 6 and 63 securities licenses.

He/she will possess a strong sense of ownership and self-starter initiative to significantly impact the goals and objectives of an organization as operate as a creative and strategic thinker.  Candidates will have proven and demonstrated skills in developing strong relationships inside and outside his/her company, and as well, must possess the intellectual acuity to navigate through complex issues.  

In driving for results, candidates must be outstanding communicators, both orally and in written form, possessing a keen ability to influence decision makers both inside and outside his/her organization.  Candidates will possess a high degree of creativity to think outside the box in the development and execution of retirement seminars. Accordingly, candidates will have a strong sense of personal and team-leading accountability, willing to do whatever it takes to get the job done and viewed as a leader by example.

From a personal standpoint, candidates will possess a polished and articulate demeanor and presentation, projecting a high degree of self-confidence, poise, and executive presence.  He/she will embody business values and integrity beyond reproach, viewed as a highly trustworthy business partner and customer advocate alike.  Candidates will be highly motivated and driven to achieve success, and will possess the leadership qualities to positively influence colleagues to do the same.  He/she will be a collaborative and open communicator to effectively define goals and objectives, and for marshalling the necessary resources to support the sales and marketing plans of the organization.

EDUCATION:                      

An undergraduate degree in business or related discipline is required, and ideally, candidates will have earned an advanced degree and/or designation.  Requires Life licenses for the states you will cover, Series 7 or 6 and 63 licenses.  CFP or ChFC or CRPC preferred. 

About PLANCO

PLANCO LLC, a Hartford Life, Inc. company, was founded in 1977 by Joe M. Thomson, CFP®, CLU®, ChFC®, and Edwin J. Gold, CLU®, as a distributor-wholesaler of consumer oriented products designed to help people plan for their retirement years. John P. Craig, CFP®, joined the partnership the following year. Together, these three men had more than 85 combined years in the industry.

From those beginnings, PLANCO grew by marketing superior products and offering exceptional support to help financial service organizations become more effective sales organizations.

PLANCO’s business model is uniquely effective. Through a national network of more than 300 wholesalers, the company works in tandem with investment representatives to create effective sales strategies that make sense in today’s market. Realizing that different organizations have different distribution characteristics, PLANCO divides its wholesalers into separate channels to provide an unparalleled level of service and coverage. These wholesalers bring marketing expertise to the field with office meetings, client seminars and individual representative visits.

PLANCO offers investment representatives both pre- and post-sales support by:

§         Aiding them in their prospecting efforts with sales ideas, via print materials and on the Web.

§         Facilitating the sales process between investment representatives and their clients by creating and providing client-approved marketing materials.

§         Maintaining a well-trained, knowledgeable and courteous internal phone force capable of handling anything, from the simplest requests to the most complicated questions.

PLANCO also brings its entire employee force together each week for what has become a

company tradition: Friday morning meetings. These meetings function as an effective means of ensuring all employees are up-to-date on sales results, marketing efforts, and company news.  Armed with this information, employees are able to more effectively serve our sales force.

In 1998, PLANCO became a part of The Hartford Financial Services Group, Inc., thus expanding the resources available to investment representatives – and building on its well-established reputation for exceptional customer service and industry expertise. As the #1 seller of retail variable annuities in the U.S. and Japan, and with eight consecutive DALBAR awards for annuity customer service, The Hartford shares PLANCO’s core values.

“We have worked together to make PLANCO an environment in which people can do what they love to do, work hard at what they do, believe in what they do – and get rewarded for it,” says Kevin Connor, Managing Director at PLANCO. “With the wealth of available opportunities, training and support, an employee’s first job at PLANCO can be just the beginning of a satisfying career.”

BENEFITS

PLANCO offers excellent career opportunities and competitive benefits.  Benefits offered by PLANCO Financial Services LLC include:

§   Medical and Dental Insurance for employees, their spouses, children and domestic partners

§   Health and Dependent Care Spending Accounts

§   Life Insurance and Supplemental Life Insurance

§   Long-Term Disability

§   401(k) with company match and floor contribution

§   Employee Stock Purchase Plan

§   Hartford Mutual Fund Purchases at NAV

§   Company support of professional licenses and designations

§   Generous Paid Time Off Bank

§   9 paid company holidays

Please send resume and salary requirements to jobopportunities@planco.com.