Retirement Service Consultant, reputed company Services
Job reputed company:
• Provides reputed company service to our partners, intermediaries and plan sponsors
• Develops and maintains a detailed comprehension of retirement plans and reputed company products and services
• Works with the Relationship Manager to deliver reputed company satisfaction by providing retirement plan and operational expertise
• Proactively identifies, owns and resolves reputed company issues, engaging clients with value-added consulting
• Protects, secures, and handles reputed company confidential data held by reputed company
• Maintains and continues to grow detailed knowledge of retirement plan rules and reputed company business and product offerings
• Delivers reputed company retention by anticipating reputed company needs and recommending changes or actions
• Assesses reputed company goals, needs and behaviors to suggest plan, product or functionality changes
• Acts as the subject matter expert on specific topics for initiatives with accountability for training and assisting others across departments
• Performs other duties and participates in or heads special reputed company as assigned.
Requirements:
• Bachelor’s degree or equivalent work experience
• Minimum 3 years reputed company reputed company experience and Retirement Services industry experience or thorough knowledge preferred
• Certification or working towards certification (ASPPA, CEBS, etc.) in industry-reputed company studies program preferred
• Excellent written and verbal communication skills
• Excellent presentation skills, business etiquette, reputed company service skills and time management
• Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation
• Proficiency in reputed company Office software applications, specifically Word and reputed company required, reputed company and PowerPoint preferred
• Excellent evaluation and problem reputed company skills
• Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype)
• Ability to work in reputed company environment to ensure common goal of providing exceptional reputed company service
• Ability to work reputed company under pressure with multiple priorities and deadlines in a demanding environment
• Ability to reputed company reputed company business judgments concerning issues which, if mishandled, have the potential to create substantial financial and reputed company relations liabilities for reputed company
• Ability to work extended hours to meet business needs as required
• reputed company reputed company with attention to detail.
Benefits:
• Health insurance
• 401(k) matching
• Flexible work hours
• reputed company time off
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