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New Business Account Executive

4 weeks ago

united states united states us Retirement Solution Group, LLC Full time

Job Summary

The New Business Account Executive position is a unique role as the candidate will be an essential sales support and onboarding specialist for both our qualified retirement plan single employer and Pooled Employer Plan businesses. In addition, this person will work closely with the CEO on growth strategy projects, strategic partnerships and as a client support resource in our institutional and individual business.

Essential Duties and Responsibilities 

  • Provide meaningful input with clients and vendors on scheduled "Welcome calls" during onboarding phase
  • Serve as representative for RSG on PEP Sales support calls.
  • Complete vendor checklist and other vendor paperwork
  • Be able to explain basic plan design and investment concepts and relate them to underlying client businesses
  • Coordinate execution of plan documents, amendments, and participant notices using FT Williams Software.
  • Run investment comparison reports
  • Submit investment change requests to vendors
  • Project management on various tasks and onboarding duties to ensure completion
  • Work with vendors as an extension of the CEO on product changes, enhancements and limitations
  • Send out reminders and conduct follow-up to clients on missing signatures or data
  • Navigate and manage RPAG client database software
  • Provide customer service to plan participants, employers, providers and vendors, etc. including phone, email, US mail, faxes, etc.
  • Assist plan participants with questions and provide necessary forms and directions
  • Be able to back up basic enrollment needs when needed
  • Strong knowledge of ERISA, IRS and other relevant regulations
  • Coordinate execution of plan documents, amendments, and participant annual notices using FT Williams
  • Be able to perform and review required Non-Discrimination Testing such as ADP/ACP Testing, Top Heavy, new comparability allocations Control Group Determination, etc.
  • Calculate employer allocation projections for prospective clients
  • Preparation of Form 5500 and other government filings
  • Travel may be required and expected to occur 5 - 20% of the work month. This includes frequent travel by car and air for local/ domestic/ overnight stays and day trips for business events. Travel may occur outside of regular scheduled business hours, but is limited in current positon

Additional Duties

  • Collect client data for recordkeeping and administration purposes
  • Follow up to ensure fund and record-keeper changes occur
  • File paperwork once completed
  • Participate in a support role on 3(38) monthly PEP oversight meetings
  • Provide direction to clients looking to make plan changes, often working with administration and recordkeeping partners
  • Assist participants with individual enrollment/opt out needs when applicable
  • Prepare summary of activity reports and project updates for Executive Committee and Advisory Board meetings
  • Assist in preparation of client meeting minutes
  • Act as an intermediary between clients and internal and external TPA partners
  • Work on adding and updating client information in Pension Pal/CRM system
  • Work closely with representatives at investment institutions such as John Hancock, Transamerica, Great West, etc.
  •  Additional tasks and projects as assigned 

Minimum Qualifications

Education and/or Experience

  • Bachelor's degree (B.A.) from four-year College or university and two to four years related experience and/or training; or equivalent combination of education and experience. 
  • 3-5 years' experience working in the retirement plan industry. ASPPA, NIPA or other industry credentials or a strong desire to attain is preferred
  • Experience with Datair and FT Williams Software is preferred (but not required)
  • Advance knowledge and comfort level using Microsoft Office (Outlook, Word, Excel, and PowerPoint)
  • Strong organizational and time management skills to prioritize workflow to ensure duties and projects are completed by deadlines
  • Holding a Series 6 financial services licensing and/or QKA are desirable and highly valued, but not essential to be hired. But basic licensing standards will be required for completion in the first year of employment.