Retirement Consultant

Major Duties and Responsibilities

• Form, maintain and strengthen relationships with key clients.
• Develop and manage business plans that identify key clients and list action steps to strengthen those relationships.
• Responsible for client retention and manages pricing strategy, RFIs, RFPs, and benchmarking exercises for client portfolio.
• Manage negotiations for existing clients.
• Participate in the sales process for new 401(k) business.
• Identifies business opportunities for both organic growth and across the company.
• Work within the organization to develop, position, and implement these solutions.
• Oversee compliance processes and supports retirement plan committee meetings.
• Work with plan sponsors to design participant education campaigns that drive increased participation and contribution rates and improve overall plan health.
• Ability to work in a dynamic environment, where roles and responsibilities are evolving in response to the implementation of new processes and procedures.
• Participates on projects as needed.

Experience/Credentials

• Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace.
• Bachelor’s degree preferred or equivalent work experience.
• PREFERRED: client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends.

Competencies

• Thrives in a team-based environment.
• Ability to work in a dynamic and fast-paced environment.
• High attention to detail and accuracy.
• Maintains absolute confidentiality of client information and safeguards client and company data; maintains high ethical standard in all practices.
• Demonstrate knowledge of defined contribution financial products and services.
• PREFERRED: consultative and negotiation skills, demonstrate strong verbal and written communications skills.