Associate Attorney - Tax (Honolulu HI)
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Ubiquity Retirement + Savings’ mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable and effective retirement solutions, and world-class customer support. Over our 20 year history, we have helped people save more than $2.25 billion in retirement contributions and opened retirement plans for 7,000+ small businesses -- pioneering transparent, flat-fee, customizable plans for this historically underserved community. Our team of experienced professionals are extreme retirement enthusiasts and future-you champions! Join the movement and learn more at: myubiquity.com
Ubiquity also produced a hard-hitting and feature-length documentary with producers and editors out of CNN. Watch Broken Eggs: The Looming Retirement Crisis in America, today.
The Retirement Plan Consultant delivers personalized consultations detailing solutions best suited to the retirement planning needs of our prospects. The RPC utilizes a detailed knowledge of retirement products and the unique needs of small businesses to meet all assigned revenue targets. The successful RPC likes helping clients achieve their retirement goals, is a self-starter with excellent organizational skills and has a competitive personality. Must be upbeat, ambitious and enjoy a fast-paced environment. Responsibilities include both inbound and outbound calls and require excellent follow through with those they are assisting.
Customer Focus - Keeps internal and external customers in mind at all times. Proactively address client concerns and involves them in all stages of planning.
Organizing - Capable of managing multiple prospects and priorities and thrive in a deadline-driven environment with frequently changing priorities.
Communication - Use of appropriate and effective language used for a given situation and actively engages in conversations to understand others’ message.
Integrity - Ability to develop and ensure high standards that promote accountability.
Skills + Experience
This is a salaried, full-time position located in the San Francisco Bay Area. Remote candidates will be considered. Please follow application instructions carefully and make sure to submit a cover letter along with your resume.
Please let us know you applied thru BenefitsLink.com! Click here to apply -----> http://smrtr.io/3j_zK
Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.
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