Key skills
Sales
About this role
Role Overview
- Provides support to clients through a number of channels including phone, letters and emails to quickly resolve the request
- Acts in a pro-active manner with assigned clients and advisors to ensure retention as well as inspire client dedication and engagement to develop positive relationships
- Responsible for interpreting plan documents for client plan administration
- Provides calculations and amounts to plan sponsors, communicates fund actions, consults with clients to answer inquiries, researches and resolves issues, provides legal updates, and responds to requests for specialized reports
- Assists plan sponsors and intermediaries on the utilization of web-based applications and delivers web demonstrations for financial advisors and plan sponsors
- Works with clients to correct and fund payroll items and manages distribution requests
- Coordinates plan compliance testing with the compliance team
- Participates in sales finals presentations and promotes cross-sell opportunities as needed
Requirements
- Bachelor’s degree in business related field or combination of education and industry experience
- 3-5 years of total experience in Retirement Services, with emphasis in the daily 401(k) environment, 403b or IRA areas
- Strong MS Office skills with an emphasis in Excel
- Preferred ASPPA or CEBS competencies
- Thrives in a fast-paced environment
- Embraces personal growth and wants to be challenged in deadline-driven and multi-component environment
Benefits
- Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Health insurance
- Retirement plans
- Flexible work arrangements
- Professional development
- Paid time off