Retirement Counselor I

ADP (Automatic Data Processing)  •  Atlanta, GA and 2 other locations

5 - 7 years experience  •  Business Services

Salary depends on experience
Posted on 07/10/17
5 - 7 years experience
Business Services
Salary depends on experience
Posted on 07/10/17

ADP is hiring a Retirement Counselor III. In this role you will be focused on increasing revenue, and ensuring compliance by conducting targeted training to clients and their associates. Deliver prepared, concise and persuasive presentations in a variety of settings. Responsible for driving revenue by increasing participation, deferral rates and attaining roller assets from our new and existing client base.
This position will cover North Carolina, South Carolina and Atlanta, GA territory. Home office location is flexible, can be located in any of the territory locations.

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.


  • Responsible for driving 401(k) participation with new and existing clients:
    • Reviews client detail and early assessment of client needs with the New Business Associates, Relationship Management Associates, SalesAssociates and studying client plan specifications.
    • Retirement Counselor acts as consultant to FA/Client in confirming and determining the meeting needs .
  • Responsible for soliciting rollover assets from meeting participants.
  • Maintain FINRA licensing requirements and continuing education. Need to maintain a high level of knowledge of investing and mutual funds.
  • Schedule all client meetings in multi-region territories. Attend pre-implementation visits as required.
  • Maintains in-depth knowledge of all retirement services product lines including alliance partners. Stays current on new and existing 401(k) legislation.
  • Schedules and conducts 10 meetings per week:
    • Must maintain productivity by managing their schedules based on geography.
    • Must maintain productivity by moving to outside territories when their territory is slow.
  • Maintain and verify reporting on client meeting, participation and rollover metrics.
  • Help mentor and train junior associates.
  • Responsible for participant rollover-in assets for new and existing plans. In-depth knowledge of the qualified/ non-qualified assets rollover process. Works directly with plan participants to secure rollover assets, according to monthly/quarterly/annual revenue & unit targets


  • Bachelor’s Degree or Equivalent in Education & Experience
  • FINRA Licenses 6 and 63
  • 5-8Years of directly related experience



PREFERREDQUALIFICATIONS: Preference will be given to candidates who have the following:

  • In depth working knowledge in retirement services industry.
  • Financial services background.
  • Strong and proven presentation skills.
  • Strong organizational skills
  • Territory Management – Ability to schedule clients productively based on geography
  • Ability to prioritize and set schedule, strong organization and time management skills.
  • Availability to travel extensively.
  • Strong communication skills.
  • Bilingual (English and Spanish) preferred


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