Personal Retirement Specialist

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

In depth proactive engagement with Financial Advisors to provide comprehensive solutions to meet client Retirement needs. Demonstrate expert knowledge of, and support for ML’s suite of retirement solutions vehicles and platforms including annuities, 529 plans and IRA Accounts. Accountable for defined and measured goals including annuity sales, high value activities and driving specific group initiatives.

Job Responsibilities:

Partner groups including ISG (Alternative Markets, Capital Markets, and Managed Accounts/IAP), Employee Benefits, Insurance, and other specialists.

Conduct FA training, educational seminars and corporate sales meetings. Leverage and coordinate the segmentation and wholesaling efforts of carrier partners.

Manage activities in assigned territory with implementation of a comprehensive coverage plan and travel rotation.

Partner with specialist peers across the organization and across business units to deliver comprehensive client solutions, support broader MLWM priorities, and provide a seamless experience to the Financial Advisor.

Participate in client meetings to provide expertise and recommendations related to the most appropriate retirement solutions.

Skills:

Client Management

Client Solutions Advisory

Customer and Client Focus

Pipeline Management

Relationship Building

Collaboration

Presentation Skills

Prospecting

Referral Management

Wealth Planning

Referral Identification

Qualifications:

8-10+ years of directly related experience, including at least 5 years of direct retail or wholesale sales experience.

Extensive knowledge of annuity products, including but not limited to fixed, fixed index, and variable annuities, and their use in comprehensive financial planning.

Strong working knowledge of IRA’s and 529 plans.

Series 7 and Series 66 required.

Life, Health and Variable Annuity Insurance licensing (or ability to obtain in 30 days)

Bachelor’s degree preferred.

Shift:1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - NY - NEW YORK - 75 ROCKEFELLER PLZ (NY3075)

Pay and benefits information

Pay range

$160,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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