Responsible for managing relationships with assigned clients to ensure client satisfaction, retention, and profitability of retirement plans through consultative service, proactive engagement, and technical expertise.
Requirements
- Manage an assigned book of business through proactive meetings and touch points with advisors and clients, including annual plan reviews.
- Provide strategic and tactical consulting to support client goals for qualified retirement plans.
- Cross-sell additional products and services using a consultative approach to deepen relationships and improve profitability.
- Serve as the primary escalation point for service-related issues by identifying root causes and coordinating resolution through appropriate resources.
- Consult with clients and advisors on qualified plan design and interpret plan provisions to support desired outcomes.
- Consult on plan enhancements and upgrades, including conversion of legacy investment contracts to newer products.
- Communicate product, service, and investment enhancements, including new offerings and changes to existing solutions.
- Educate clients on company processes, procedures, systems, and technology used by participants and plan sponsors.
- Manage special projects as assigned.
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- 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
