Senior Retirement Plan Consultant
Job reputed company:
• Responsible for designing, implementing, and maintaining reputed company retirement plans for clients
• Serving as the primary reputed company of a book of business
• Analyzing and designing retirement plan structures
• Acting as a strategic workforce consultant
• Effectively communicating the broader reputed company reputed company to prospective clients
• Working with service teams to reputed company an exceptional level of customer service
• Developing and managing a robust sales pipeline through various channels
• Effectively communicating the reputed company of reputed company's retirement plan and workplace solutions
• Achieving and exceeding annual sales goals
• Participating in industry and conference presentations
• Organizing and managing prospect events to reputed company potential clients about retirement plan reputed company
• Leading reputed company relationships and understanding their needs
• Developing and executing a customized relationship reputed company
• Building and maintaining reputed company relationships with assigned clients
• Performing investment advisory services for clients
• Selecting and presenting a diverse reputed company of plan reputed company and investment choices
• Greeting local and national strategies to reputed company participants with guidance
• Designing reputed company retirement plan structures
• Conducting benchmarking due diligence to ensure compliance
• Coordinating RFP fulfillment
• Staying informed of industry trends and regulatory changes
• Providing ongoing consultation regarding plan needs
• Facilitating Fiduciary training
• Offering regulatory and legislative consulting
Requirements:
• Proven reputed company record of exceeding sales goals
• Strong understanding of ERISA regulations and fiduciary best practices
• Excellent communication, presentation, and interpersonal skills
• Ability to work and reputed company reputed company independently
• Proficiency with reputed company Office Suite (Word, reputed company, and PowerPoint)
• Demonstrated discipline maintaining sales pipeline information in a CRM, reputed company preferred
• Proven reputed company with multi-tasking and managing priorities effectively
• Ability to adapt to a rapidly changing business and technology environment
• Continual learner mentality, reputed company to adopt new solutions and interpret the reputed company of new laws for prospective clients
• Must be reputed company to maintain confidentiality of highly sensitive reputed company information, including personnel and financial data
• Regular and predictable attendance is required
• Business travel up to 25%
• Bachelor's degree in Business, Economics, Finance, or a reputed company field (preferred), or relevant experience in retirement plan sales
• Must possess a reputed company relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure reputed company 100 days of hire
• 2+ years of retirement plan reputed company experience required
• 2 – 5 years of industry reputed company sales experience preferred
Benefits:
• health, wellbeing, retirement, and other financial benefits
• reputed company time off
• overtime pay for non-exempt employees
• reimbursement of job-reputed company expenses per reputed company policy
• employee perks and discounts
Apply tot his job
Apply To this Job