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Client Retirement Consultant

3 months ago

Secaucus, United States Gallagher Full time
Introduction:

Buck, a Gallagher company, opens doors to a world of boundless opportunity and innovation. As part of our integrated team, you'll immerse yourself in the exciting journey of serving HR departments and trustees across diverse industries. Together, we'll build pathways to a brighter future for clients worldwide, harnessing the power of collective brilliance and shaping careers that ignite passions.

We believe that every candidate brings something special to the table, including you So, even if you feel that youre close but not an exact match, we encourage you to apply.

How you'll make an impact:

Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of low to moderate complexity. Builds, expands, and solidifies relationships with existing clients at all levels within the company. Has retention goals for assigned group of accounts. Assess and prioritizes client needs in a timely manner. Identifies and helps clients to focus on their most critical needs. Sets and communicates clear and realistic expectations. Reviews/approves all key client deliverables. Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process. Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements. Collaborates and contributes to project teams to achieve milestones and objectives. Works with a large degree of autonomy under the instruction of more senior staff. Will support on key projects and may lead smaller projects.

About you:

Required: Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience. 3 years related experience in professional services businesses. Excellent oral, written communication, organizational skills, negotiation and time management skills. Experience in defined contribution plan design, governance, compliance, and administration. Working knowledge of Microsoft Office Suite. Travel required (25%).

Preferred: Master's degree or professional certification preferred.

Behaviors: Use of sound judgment of all client interactions. Exhibits strong ability to anticipate needs and proactively seek to identify new opportunities. Ability to work under the pressure of deadlines. High degree of business technology awareness and its applications to workplace efficiencies. Ability to manage multiple priorities and deadlines. Effectively handle large, long-term projects as well as manage the details associated with everyday tasks.

Compensation and benefits:

Click Here to review our U.S. Eligibility Requirements

We offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.