Retirement Planning Consultant

At Union Bank of California, our people are our greatest asset.  Our employees come from many different backgrounds, bringing with them different experiences and perspectives, which are the key to our success.  We strive to build an employee group that understands and reflects the diverse communities we serve through our 319 offices.  Our efforts have been recognized by the U.S. Department of Labor, as well as Fortune Magazine, who, for two years in a row, ranked us among the top ten companies for diversity in the workplace.  For more information about our company?s history, visit our website @ www.uboc.com.

 

Responsibilities Include: 

?  Retirement Planning Consultants will be deployed across multiple delivery channels, including making in-person presentations at pre-retiree seminars to employees of corporate clients (25%), leading one-on-one meetings with prospects who are referred to a retirement specialist by the branch network (25%) and also responding to in-bound telephone retirement savings inquiries as part of a telephone sales response unit (40%).

?  Make sales presentations about the program directly to employer/plan sponsors (10%). Generally, the introductions to employers will build upon pre-existing relationships that the Bank enjoys as a provider of 401(k) plan administration and record keeping services through it Select Benefit program. 

?  Whenever appropriate, individual prospects will be referred to Union Banc Investment Services Financial Advisors for longer-term relationship support.

?  Answer queries from centralized call center, servicing Bank customers, plan participants and branch staff regarding retirement/IRA products. Provide frontline selling expertise across channels.

?  Create individual retirement financial plans by gathering financial information, goals and objectives from prospects. 

?  Assist plan participants in understanding their retirement savings situation, accumulation and investment needs, and income planning and plan distribution options.

?  Demonstrate features and benefits on Union Bank?s on-line rollover tool. 

?  Work closely with Select Benefit Relationship managers and Communications Consultants.

?  The goal is to retain assets by providing valuable planning assistance and access to a broad array of Union Bank investments

 

Requirements Include: 

?  CFP required. 

?  Series 7 licenses within 6 months on the job.

?  Required three to five year of direct work experience in retirement and or financial planning. 

?  Must have extensive knowledge in retirement plans, annuities and related investments, financial service sales.

?  Experience with Naviplan or comparable systems a plus. Proficiency in Microsoft Office.

?  Excellent presentation, sales, communication and interpersonal skills.

?  Bachelor?s degree required.

 

To Apply: Email your resume to careers05@uboc.com and reference UB318813MB.

 

Union Bank of California is an Equal Opportunity Employer.