At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes.  We do that by partnering closely with our clients, assessing their strategic needs, and identifying solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What is the Workplace Retirement Sales team responsible for?

Franklin Templeton’s Workplace Retirement Sales team within US Distribution is responsible for directing and expanding sales of mutual funds, CIT's and sub-advised portfolio products in employer-sponsored retirement plans offered through the workplace.  The Workplace Retirement Sales team works closely with other channels within US Distribution (Wirehouse, RBI, PWD), as well as Franklin Templeton’s independent Specialist Investment Managers, as subject matter experts on ERISA retirement plan design, plan investment menu design and analysis, Franklin Templeton’s proprietary advice engine “GOE,” FinTech, current industry trends and Franklin Templeton products and services.  The Workplace Retirement Sales team offers thought leadership in retirement plan services, investments, and works diligently as a key business partner to retirement plan advisory firms, consultants, and retirement plan sponsors, with the goal of helping more Americans reach a positive retirement outcome.

What is the Senior Retirement Plan Consultant responsible for?

The Senior Retirement Plan Consultant (SRPC) serves as a subject matter expert and strategic partner within Franklin Templeton’s Workplace Retirement Sales team. Working closely with a Senior Retirement Plan Director (external wholesaler), the SRPC is responsible for driving sales of mutual funds, CITs, and sub-advised products in employer-sponsored retirement plans. This role requires advanced knowledge of ERISA, plan design, investment menu construction, and platform partner capabilities.

The SRPC leads client engagement efforts, mentors Retirement Plan Consultants, and contributes to firm-wide initiatives. They are expected to proactively build relationships with top-tier advisors, deliver thought leadership, and support the firm’s mission of helping more Americans achieve positive retirement outcomes.

What are the ongoing responsibilities of a Retirement Plan Consultant?

• Partner with SRPS to develop and execute territory business plans.

• Serve as the primary internal point of contact for Tier 1 and Tier 2 DC advisors.

• Lead proactive outreach and relationship development with financial professionals.

• Deliver high-impact presentations on Franklin Templeton products, services, and value-add tools.

• Identify and cultivate new retirement-focused producers.

• Collaborate with platform partners and third-party administrators to uncover and advance 401(k) opportunities.

• Maintain accurate and up-to-date records in CRM systems.

• Analyze sales and asset reports to identify growth opportunities.

• Mentor and supports Retirement Plan Consultants.

• Represent Franklin Templeton in industry events and internal cross-functional initiatives.

What ideal qualifications, skills & experience would help someone to be successful?

EDUCATION AND EXPERIENCE  

• Bachelor’s degree or equivalent experience.

• 3+ years equivalent sales or service experience and/or outbound call environment preferred.

• Experience in outbound sales environments and advisor engagement.

LICENSES AND CERTIFICATIONS

• FINRA Series 7 and 63 required

• CRPS, AIF, or other retirement-related desi