Internal Sales Specialist (Retirement Products)

Your role:
Do you have experience with providing proactive sales support on a range of topics and issues related to retirement plans and institutional entities? Are you interested in working in a fast-paced environment? We're looking for strong performer who can support our business and the sales team with strategic growth initiatives:
? Respond to questions from Financial Advisors on a wide range of issues related to UBS's \"held-away\" retirement plan business and Institutional Consulting program
? Maintain a deep understanding of retirement plan provider product information and resources as well as investment solutions and advisory programs available to retirement plan clients
? Support proactive sales efforts for the Client Acquisition team to include customized materials, market area data and all follow-up efforts
? Participate on conference calls designed to train Financial Advisors on retirement plan issues
? Make outbound calls to support initiatives outlined by the Corporate Solutions & Retirement Services business including efforts around the Firm Advised Fiduciary program
? Participate on conference calls designed to train Financial Advisors on retirement plan issues
? Encourage non-specialist Financial Advisors to identify retirement plan opportunities associated with their existing client base and partner with Retirement Plan Consultants
? Understand UBS marketing resources and leverage them to articulate our value proposition and encourage Retirement Plan Consultants to use them with clients and prospects
? Provide regular feedback from Financial Advisors to Corporate Solutions & Retirement Services
? Develop and maintain complete understanding of UBS tools (investment analysis, provider search, plan feature analysis) available to support Financial Advisors; answer questions from Financial Advisors on retirement plan tools and provide training support
? Leverage understanding of operational processes and requirements (account opening forms, processes, provider data feeds etc.) to respond to Financial Advisor questions and direct them to the appropriate resources
What we offer:
Together. That?s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
Take the next step:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
Disclaimer / Policy Statements:
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team:
You will be part of the National Sales team and a member of the Corporate Solutions & Retirement Services organization. Retirement plans are an integral part of the wealth management service offering and there is a significant opportunity for UBS to deliver retirement plan consulting services to companies of all sizes, but particularly in the $5M-$50M market segment given our wealth management footprint and client relationships which include c-suite executives and business owners. You will help support the Field Facing Sales team, the business and our Financial Advisors in executing against this opportunity.
Your experience and skills:
You have:
? 3-5 years financial services industry experience; at least 3 years of wealth management experience supporting Financial Advisors
? Advanced understanding of retirement plans, industry players and overall industry dynamics
? Excellent communication and interpersonal skills and ability to multi-task in a fast-paced environment
? Extremely proficient in using Microsoft Office suite
? Series 7, 66 and retirement plan designation preferred
About us:
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?
Your colleagues:
Job Reference #: 166689BR
Business Divisions: Wealth Management Americas
Title: Internal Sales Specialist (Retirement Products)
City: Weehawken
Job Type: Full Time
Country / State: United States - New Jersey
Function Category: Sales

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