[Remote] Retirement Plan Associate at Earnest

Remote

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$70,000 – $90,000Compensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Strong relationship builder and ambassador for the company
Desire to work in a team-oriented, tech-forward, comprehensive wealth management practice
Embraces technology and enjoys a collaborative environment
Holds serving clients in a fiduciary capacity in high regard
Knowledge of and experience with building best practices around lead flow and sales funnels
In-depth knowledge of the retirement plan industry and retirement/financial wellness capabilities and tools
Experience with CRM tools (Salesforce)

Responsibilities

Actively prospect and lead nurture to drive revenue goals by scheduling meetings with the Director of Client Development and closing customers, achieving sales targets consistently
Take ownership and accountability of the sales funnel from start to finish
Provide expert sales support to Director of Client Development and Relationship Managers
Respond to inquiries related to client opportunities, retirement services, and recordkeeper capabilities
Identify and act on new sales or client deepening opportunities during support engagements
Assist with sales presentations, RFP responses, and strategic partnership opportunities
Execute sales tactics aligned with firm and industry strategy; conduct proactive outreach using internal tools and resources
Participate in prospect and client meetings to help close new retirement plan business or expand current client relationships
Track all activities in CRM (Salesforce) tools and contribute to periodic business review meetings with relevant data and success stories
Collaborate effectively with retirement team members

Skills

Key technologies and capabilities for this role

Lead GenerationLead NurturingAppointment SettingSales ClosingRetirement PlanningClient EngagementValue PropositionCustomer Development

Questions & Answers

Common questions about this position

What is the salary range for the Retirement Plan Associate position?

The salary range is $70K - $90K.

Is this position remote?

Yes, this is a remote position.

What key skills are required for this role?

The role requires strong relationship building, sales expertise including prospecting, lead nurturing, and closing deals, knowledge of lead flow best practices, self-motivation, and the ability to convey the company's value proposition.

What is the company culture like at Earned?

Earned fosters a team-oriented, tech-forward, collaborative environment focused on comprehensive wealth management, where employees embrace technology and prioritize serving clients in a fiduciary capacity.

What makes a strong candidate for this position?

A strong candidate is a self-motivated relationship builder with sales experience in prospecting, lead nurturing, and closing deals, who thrives in a collaborative, tech-driven team and is passionate about fiduciary client service.

Earnest

Provides low-interest student and personal loans

About Earnest

Earnest provides financial services focused on student loan refinancing, private student loans, and personal loans. The company uses advanced data analysis and underwriting software to assess each client's financial situation, allowing them to offer low-interest rates tailored to individual needs. Clients can select flexible repayment plans that suit their financial circumstances, making it easier to manage their debt. Unlike many competitors, Earnest continuously adjusts its rates based on market conditions to remain competitive. The goal of Earnest is to help financially responsible individuals effectively manage their educational and personal debt.

San Francisco, CaliforniaHeadquarters

2013Year Founded

$123.5MTotal Funding

ACQUISITIONCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Home Office Stipend

Phone/Internet Stipend

Tuition Reimbursement

Paid Vacation

Parental Leave

Company Equity

Risks

Increased competition from fintech startups could erode market share.

Rising interest rates may decrease demand for refinancing options.

Potential regulatory changes could increase operational costs.

Differentiation

Earnest uses data-driven underwriting beyond traditional credit scores.

Offers flexible repayment plans tailored to individual financial situations.

Maintains a digital-first approach for loan applications and management.

Upsides

Increased demand for digital financial services boosts Earnest's online platform.

Alternative credit scoring models support Earnest's data-driven approach.

Growing trend of student loan refinancing aligns with Earnest's core offerings.

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