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!
** 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,” Fin Tech, 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.

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.
* 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.
*** 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…