Retirement Solutions Specialist

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. The Role 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 an extensive 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. What you will do: Display a high degree of proficiency, experience, and product knowledge with emphasis on driving results. Focus on relationship building and growing our retirement business through inbound and proactive outbound activity. Become proficient on retirement industry acumen, our competition, and our retirement platforms. Become proficient on 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 as appropriate. 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 activity. Outbound interactions will focus on small to mid-size opportunities, with consolidation efforts being the secondary goal. Be 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. What will you bring to the role? Validated sales experience or demonstration of a strong desire to learn and contribute to department sales results through acquisition and retention activity Exhibits solid understanding of American Century Investments products, policies, services, and technology Excellent communication skills Solid understanding of the financial industry Series 6 and 63 Licenses (S7 and 65 or 66 Preferred or willingness 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) Additional Requirements To ensure a safe and welcoming work environment for all employees, clients, and visitors, American Century Investments currently requires all U.S. based new hires to have submitted proof of having received the final dose of an approved COVID-19 vaccine prior to the position start date unless they have acquired a reasonable accommodation. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be a complete list of all responsibilities, duties, and skills required. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 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. American Century Investment Services, Inc., Distributor. ©2019 American Century Proprietary Holdings, Inc. All rights reserved.