Client Retirement Consultant Associate

3 weeks ago

Irvine California, United States Gallagher Full time
About Us:
Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

 

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

Responsibilities:
Developmental Retirement Plan Consultant role. Due to the developmental nature of the position, all client-servicing and client-facing activities will be conducted under oversight and supervision. Assists all Retirement Consultants with each aspect of the client servicing relationship, including building, expanding and retaining quality relationships with existing clients and future clients at all levels. Supports Producers with prospecting related activities and the transition of newly acquired clients. Provides analytical support including, but not limited to, due diligence, Investment Management Reports, RFP assembly and analysis, investment analysis, quarterly investment delivery and replacement, quarterly plan updates, annual report reviews, and investment policy statement origination and review. Key duties may further include: scheduling and attending select investment review meetings; writing quarterly investment documentation; creating participant communication plans/strategies; obtaining current administrative reports from plan provider; and managing and executing annual disclosure requirements.

Qualifications:
Required: Bachelor's degree plus 1 or more years' client coordination and/or investment advisory experience specific to the retirement industry. Working knowledge of Microsoft Windows applications and MS Office. Excellent verbal and written communication skills. Travel required (10%).

Behaviors: Critical thinking and good judgment to quickly determine and prioritize key issues. Ability to work under the pressure of deadlines and work extra hours if needed on particular assignments.

 

#LI-PF1

#LI-Hybrid

Additional Information:
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

 Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

Medical/dental/vision plans, which start from day one

Life and accident insurance

401(K) and Roth options

Tax-advantaged accounts (HSA, FSA)

Educational expense reimbursement

Paid parental leave

Other benefits include:

Digital mental health services (Talkspace)

Flexible work hours (availability varies by office and job function)

Training programs

Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing

Charitable matching gift program

And more...

We value inclusion and diversity

to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

 

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