Headquartered in beautiful Carpinteria, California, PlanMember is a growing financial services firm serving hundreds of thousands of clients nationwide. For more than three decades, PlanMember has provided premiere retirement and investment services to individual investors as well as employees of education, nonprofits, governmental and private sector organizations. PlanMember has been a top-ranked fee-based broker dealer since 2004 and top-ten ranked for new retirement plans added and K-12 retirement plans.

With a mission of making a positive difference for our Partners, Members and Employees, PlanMember provides generous benefits and a personalized company culture that champions career growth and is looking for highly motivated individuals to join its growing team.

Location Information:  Remote – Must live in the St. Louis, MO area.

Salary Range: 

Starting base salary is between $75k and $95k annually, with the opportunity to receive quarterly bonus compensation. Salary is ultimately determined by the scope of the position the candidate's relevant experience credentials and certifications and internal equity.

We offer a generous compensation package that includes an attractive benefits package with medical, dental and vision, 401k company match, PTO, and more.

Scarborough Alliance, a part of PlanMember Retirement Services,  provides investment advisory, retirement planning and administrative services for local unions and their members throughout the country. We have been in business since 1970 and currently service participants in 48 states from Maine to Hawaii. Our Regional Managers benefit from the reputation and trust that have developed over years which lead to referral opportunities. Check out our website to learn more at www.scarboroughalliance.com

Primary Responsibilities: Financial services position with a wide variety of responsibilities including relationship management, prospecting, conducting retirement planning workshops, uncovering sales opportunities, retirement plan sales, investment advisory, retirement income and investment planning and client services.

Principal Duties and Responsibilities include but not limited to:

• • Manage relationships with various local unions from the business manager level through other levels of the organization including business agents, executive board members, chief stewards and stewards to gain access to the membership of the local
  • Prospect other locals and unions in the region through referrals from existing relationships and contacts made at national conferences
  • Retirement Plan Sales IRC Codes 401(k), 457(b), 403(b)
  • Assist with non-plan assets often held by participants to produce sales of financial products
  • Conduct educational workshops focusing on the fundamental principles of the retirement planning process as well as saving for retirement
  • Conduct one-one-one consultations that develop from workshops to provide individualized advice
  • Provide advice to plan participants about topics which will include asset allocation, mutual funds, stable value fund, market volatility, avoiding common investment mistakes, account performance, rebalancing, dollar-cost-averaging, withdrawal strategies, beneficiary designation, required minimum distributions, plan loans, etc.
  • Provide Retirement Income and Investment Planning Services to people who are transitioning into retirement including budgeting of retirement expenses, examining available assets and income and risk tolerance assessments. Create a written analysis of their ability to retire
  • Encourage members to start planning early and create a plan showing whether they are on track to meet their retirement goals
  • Explain the benefits of keeping balances in the plan at retirement
  • Conduct Annual Account Reviews
  • Keep current with product offerings and industry trends to face competition and retain clients
  • Create and implement an effective business plan
  • Limited regional travel required

Essential Job Function:  This is NOT an Essential Job Function "Essential Staff" position.

• Service Focus - Emphasis on creating customer loyalty by ensuring the highest value of service

• Relationship Building - Friendly and helpful with the ability to develop relationships and build trust with clients over the telephone

• Influence and Persuasion - With the use of extensive investment knowledge with familiarity of Qualified Retirement Plans and all IRA types, establish credibility and persuasion

• Professionalism - Adhere to values such as courtesy, respect, honesty, and responsibility in all dealings with peers, managers, customers, partners, and other stakeholders.

• Active listening – Enhance mutual understanding in communicating with others by expressing genuine interest in the content and meaning of others’ messages

• Time management – Ability to multi-task, manage multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.

• Team player to collaborate with others

• Strong verbal and written communication skills

• Detail oriented with a high degree of accuracy
• Ability to create and work effectively remotely

• Minimum of 5 years of sales / retirement planning / financial services experience

• College degree required

• Experience with unions preferred but not required

FINRA LICENSE - 7

FINRA LICENSE - 65

FINRA LICENSE - 63

Or

FINRA LICENSE - 66

Life insurance license as well as other designations such as CFP® preferred

Position Information:  This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. PlanMember reserves the right to modify duties or job descriptions at any time.

PlanMember Financial Corporation is an Equal Opportunity Employer. PlanMember does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.