Senior Retirement Plan Consultant

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.

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