BWIS Retirement Plan Specialist
At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people's lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we're a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth. Job Description Summary BancWest Investment Services is looking for a professional, eloquent individual who has proven success building and maintaining business relationships. The Retirement Plan Specialist is responsible for assisting business owners with their 401k plan needs. In this position, you will work closely with our business banking partners who serve small and medium sized enterprises. Essential Job Functions Serves as a retirement plan sales representative and subject matter expert, providing in-depth knowledge of the group retirement plan market Drives retirement plan sales and supports the development of new business opportunities through proactively cultivating strong partnerships with SME relationship managers, including joint sales strategy planning and execution sessions and presenting at various sales meeting Able to grow and maintain assets under management in retirement plans. Additionally supports the sales efforts of the business through the introduction and expansion of wealth management services to the client. Responsibilities generally include connecting SME clients with a competitive plan provider solution for employers, illustrating a way to reduce administrative duties for employer at competitive cost, offering embedded product services and employee education through product services that can help increase plan participation, introducing professional investment management services that provide investment guidance and education for employees and conducting periodic plan reviews if requested by employer Service models vary by platform offering and may also include working closely with clients on:
plan design, investments, vendor management, participant education, and legislative and regulatory updates, among other things. Works closely with vendor wholesalers to assist clients in completing new plan paperwork and supports the client onboarding process Other Job Duties Performs other duties as assigned. Qualifications Required Experience Requires a deep knowledge of retirement plan sales typically obtained through advanced education combined with experience. Requires 5 years minimum prior relevant experience. Education Bachelor's Degree Business, Finance or Economics Licenses & Certifications FINRA Series 7, 63, and 65 (or 66) Skills Demonstrated ability to lead consultative sales utilizing virtual, telephonic and in-person channels. Expert level user of CRM tools. Effective time management, prioritization and organizational skills. Strong business acumen with proficiency using related software applications. Ability to synthesize and present complex information in a way that facilitates understanding. Strong knowledge of and adherence to applicable regulatory rules. Ability to take initiative and solve problems/resolve conflicts with limited support or resources. Maintain high standards for work accuracy and quality. Equal Employment Opportunity Policy Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran. Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Salary Range:
$80K -- $100K
Minimum Qualification
SalesEstimated Salary: $20 to $28 per hour based on qualifications.
plan design, investments, vendor management, participant education, and legislative and regulatory updates, among other things. Works closely with vendor wholesalers to assist clients in completing new plan paperwork and supports the client onboarding process Other Job Duties Performs other duties as assigned. Qualifications Required Experience Requires a deep knowledge of retirement plan sales typically obtained through advanced education combined with experience. Requires 5 years minimum prior relevant experience. Education Bachelor's Degree Business, Finance or Economics Licenses & Certifications FINRA Series 7, 63, and 65 (or 66) Skills Demonstrated ability to lead consultative sales utilizing virtual, telephonic and in-person channels. Expert level user of CRM tools. Effective time management, prioritization and organizational skills. Strong business acumen with proficiency using related software applications. Ability to synthesize and present complex information in a way that facilitates understanding. Strong knowledge of and adherence to applicable regulatory rules. Ability to take initiative and solve problems/resolve conflicts with limited support or resources. Maintain high standards for work accuracy and quality. Equal Employment Opportunity Policy Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran. Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Salary Range:
$80K -- $100K
Minimum Qualification
SalesEstimated Salary: $20 to $28 per hour based on qualifications.
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