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Retirement Plan Consultant

HowardSimon

in Deerfield IL

HowardSimon

About HowardSimon

HowardSimon has been providing creative financial solutions to clients since 1981.  Over the years, we have grown and evolved into one of the largest and most respected Third-Party Administration firms in the Chicagoland area.  Along with being a leader in resourceful retirement plan design, HowardSimon creates payroll solutions with a similar comprehensive knowledge with a strong focus on technological capabilities.  By dedicating ourselves to continuously search for the best solutions and latest technology, our clients trust that we work for maximum results. 

Your Opportunity

As our Retirement Plan Consultant, become a trusted advisor to our clients and a part of a knowledgeable team. Utilize your industry knowledge, investment expertise and presentation abilities.

  • Conduct onsite client meetings for employee enrollments, trustee and investment reviews
  • Focus on client retention, manage existing relationships
  • Collaborate with the team to explore sales opportunities and new partnerships
  • Manage client implementations ensuring timely delivery of service

Position Qualifications

Be ready to learn the core values of our business and product offerings. Be prepared to visit clients and immediately establish rapport. Travel requirements include 50% local and a potential of 10% out of state.

  • Be knowledgeable in retirement plans, from 3-5 years of plan consulting or financial services experience
  • Be a strong presenter with solid written and verbal communication skills
  • Demonstrate your organization and time management skills with the ability to multi-task competing priorities

Our Workplace

Our workplace fits best with individuals who enjoy being a part of a solid team, are dedicated to client service and who are passionate about learning more and improving their skills.

HowardSimon employees enjoy:

  • Competitive compensation and benefits
  • A community environment
  • Company stability
  • Advancement potential
  • Flexible work schedules
  • Casual dress code

How to Apply

Apply with resume to HR@hsimon.com

Visit our website:  www.hsimon.com


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