Retirement Benefits Consultant, Workplace Wealth Solutions

About the role

You’ll be joining the Workplace Wealth Solutions Sales Team. This team is focused on driving retirement and financial wellness sales and retention.

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Responsibilities

• Provide expert sales support to Financial Advisors by leveraging your knowledge of the retirement industry and UBS retirement and financial wellness capabilities and tools
• Engage with Financial Advisors both remotely and in person to identify WWS opportunities within their current book or through prospecting efforts
• Educate and promote the value of WWS products to Financial Advisors and the benefits they can provide to their clients
• Develop sales strategy for assigned territory to achieve WWS goals and coordinate with field management to host Regional, Market and Branch level meetings
• Partner with key recordkeeping and investment firms to support financial advisors as well as support Retirement Plan Consultants with partnering opportunities, sales presentations and RFPs to help close business in an effective and efficient manner
• Work with non‑specialist Financial Advisors on WWS opportunities and support them through the sales journey, including discovery, product alignment and final presentations
• Conduct proactive outreach in support of strategic business priorities and other initiatives, track all activity leveraging sales CRM and other tools, and participate in periodic business meetings to communicate impact and success stories
• Collaborate effectively with retirement and financial wellness program management teams; provide feedback to program management and communicate accurate program information to Financial Advisors; provide feedback on program development initiatives, sales communications and marketing materials
• Participate in education sessions with recordkeepers and other industry providers to