Retirement Plan Specialist
2 weeks ago
The Retirement Plan Specialist plays a vital role in providing exceptional service to our 401k/403b/Cash Balance Plan clients and supporting new Retirement Plan sales. This position requires a deep understanding of ERISA regulations and a passion for helping individuals achieve their financial goals.
Key Responsibilities- Provide support to the SYM Qualified Plan Team and clients
- Participate in video and face-to-face group and individual enrollment meetings
- Discuss retirement planning concepts and strategies with plan participants and sponsors
- Create and nurture Centers of Influence to drive new business
- Prepare sales proposals for prospective clients and maintain relationships with key TPA and Recordkeeper partners
- Support the SYM QP Client Service Model by preparing enrollment materials and scheduling/preparing for meetings
- Troubleshoot service issues for existing clients and plan participants
- Maintain CRM contacts and reporting systems
- Drive Plan Benchmarking & Participant Retirement Readiness initiatives
- Manage, prioritize, and identify projects as needed
- Provide feedback and ideas within the QP Team to serve clients with excellence
- Fulfill and maintain compliance requirements within the firm and industry
- Bachelor's degree
- 2-5 years client leadership experience preferred
- Familiarity with ERISA regulations and Series 65 licensing or its equivalent is an advantage
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as CRM software
- Must be organized, detail-oriented, and able to multitask
- Client-first attitude
- Good written and verbal communication skills
- Team player, collaborative, able to work with and through others
- Desire/ability to work successfully in a small company environment
Competitive salary and benefits package, including:
- Salary + Discretionary Bonus
- 401(k) with 6% match
- Paid time off (Holidays, PTO, Volunteer Time off, Parental Time off)
- Medical, dental, life, and long-term disability insurance
- Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities
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