Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans
Handles relationship management through required client visits and proactive phone contact
Represents the company in retention situations and new sales, including formal presentations for the purpose of maintaining, retaining, and gathering retirement program assets to drive profitability and help participants achieve retirement readiness
Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers
Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty
Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution
Consult with clients and brokers on qualified plan design issues
Interpret and explain plan provisions to accomplish client goals

Bachelor’s degree in a business related field or equivalent education/experience
Five years of retirement industry or similar experience
FINRA Series 6 and 63 licenses, and Life insurance licenses, or obtain within six months
Thorough understanding of ERISA and retirement industry trends
Advanced knowledge of retirement programs and subject matter expertise in plan management, including, but not limited to technical, compliance, administration, investment, and participant solutions
Proficiency using MS Office (Word, Excel, PowerPoint)

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Senior Client Executive – AZ/Southern CA

Key skills