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Retirement Consultant
4 weeks ago
The Retirement Plan Services Consultant identifies and develops new business opportunities and prospects for retirement services while maintaining client base. This position contacts decision makers and effectively presents appropriate strategies. This position provides an on-going relationship between clients and the firm which includes monitoring client’s existing plans, investment options and other needs.
Responsibilities:
• Effectively builds and manages productive relationships with clients through exceptional customer service
• Responsible for new business development and achieving their sales goal
• Maintains open lines of proactive communication with clients
• Develops leads into new prospects through cold calling, networking and referrals
• Meets or exceeds annual sales goals by advancing prospects through the opportunity pipeline to close new business
• Works in conjunction with service teams on day-to-day client service, participant education meetings and materials, and conducting annual plan reviews
• Consults with clients regarding plan needs, plan changes, amendments, and makes recommendations for plan changes when needed
• Works in conjunction with Plan Administration Specialist to explain testing requirements and makes recommendations to help plans pass compliance tests
• Communicates with clients regarding administrative issues
• Ability to keep clients informed of recent industry trends
• Performs investment advisory services for client base
• Selects and presents plan options and investments to be offered to decision makers and end users
• Assists participants with questions about their accounts
Education/Training:
• Some college required; Bachelor’s Degree in Communications, Business, Economics or Finance preferred
• 1 – 2 years of retirement related experience required
• 2 – 5 years of industry related experience preferred
• Knowledge of various sales techniques, retirement laws, and IRS regulations preferred
• Has Securities, Series 65, Insurance – Life & Health, and variable
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Retirement Consultant
1 month ago
Sacramento, United States Hirewell Full timeThe Retirement Plan Services Consultant identifies and develops new business opportunities and prospects for retirement services while maintaining client base. This position contacts decision makers and effectively presents appropriate strategies. This position provides an on-going relationship between clients and the firm which includes monitoring...
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Retirement Consultant
4 weeks ago
Sacramento, United States Hirewell Full timeThe Retirement Plan Services Consultant identifies and develops new business opportunities and prospects for retirement services while maintaining client base. This position contacts decision makers and effectively presents appropriate strategies. This position provides an on-going relationship between clients and the firm which includes monitoring...
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