Retirement Plan Specialist

3 days ago


Fort Wayne, Indiana, United States SYM Financial Advisors Full time
Job Title: Retirement Plan Specialist

At SYM Financial Advisors, we are seeking a highly motivated and detail-oriented Retirement Plan Specialist to join our team. As a key member of our Qualified Plan Team, you will work closely with internal and external partners to provide exceptional service to our 401k/403b/Cash Balance Plan clients and support new Retirement Plan sales.

Key Responsibilities:
  • Provide support for SYM Qualified Plan (QP) Team and SYM QP 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
Requirements:
  • 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
What We Offer:
  • Competitive salary and benefits package
  • Discretionary bonus
  • 401(k) with 6% match
  • Paid 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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