Retirement Solutions Specialist Job at American Century Investments
Our Firm
American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.
We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives and ETFs.
Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.
Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends—more than $1.8 billion — to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer.
For more information, please visit americancentury.com.
The primary responsibilities of the Retirement Solutions Specialist (RSS) - Business Retirement Services are to support all strategic partnerships related to acquiring and retaining investors and assets, assist Plan Sponsors and their Plan Participants with plan and account servicing, and increase assets via proactive segmented outbound. You will provide appropriate financial and retirement solutions by telephone, while delivering outstanding service in every interaction by listening and identifying needs and understanding the client’s and/or prospect’s goals and objectives.
You will maintain a comprehensive knowledge of American Century Investments' products and services, including our philosophy, principles, values, and capabilities, in order to maintain client relationships and facilitate the investor’s experience with American Century.
Responsibilities:
- Display a high degree of proficiency, experience, and product knowledge with emphasis on getting results
- Focus on relationship building and growing our retirement business through customer interactions
- Become proficient on retirement industry knowledge and understanding, our competition, and our retirement platforms
- Achieve proficiency of business IRA’s both at the Plan Sponsor and Participant level. Assist with all aspects of plan selection and administration, as well as participant enrollment and education. Assist with Qualified Retirement Plan business
- Engage clients and prospects in highly personalized interactions to retain and acquire new assets. These clients will include Plan Sponsors, Plan Participants, Plan Termination Services customers, and Client Management Solutions referrals. This will be accomplished by both inbound and proactive outbound call activity
- Accountable for the success of the department sales goals through a dedication to perform at your personal best
- Initiate, plan, and follow through
- Provide a positive and lasting image of ACI through all interactions
Requirements:
- Validated sales experience or demonstration of a strong desire to learn and contribute to department sales results through acquisition and retention activity
- Solid understanding of the financial industry and our products, policies, services, and technology
- Excellent communication skills
- Series 6 and 63 Licenses (S7 and 65 or 66 Preferred or willing to complete)
- Chartered Retirement Plan Counselor or Charted Retirement Plan Specialist (willingness to complete)
- 1 to 3 Years of Financial Services experience (Preferred)
- Bachelor’s Degree (Preferred)
- Models the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance
Additional Requirements:
As a global firm with offices in several cities, we will uphold any local regulations regarding COVID-19 precautions and/or vaccination requirements for the workplace.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
©2019 American Century Proprietary Holdings, Inc. All rights reserved.
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