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Growth Support Specialist (Entry-Level)

PAi Retirement Services, A Newport Company

in De Pere WI

Logo for PAi Retirement Services, A Newport Company

Job Title:                           Growth Support Specialist

Classification/Type:         Non-exempt

Reports to:                        Sales Manager

Location:                           De Pere, WI

Travel Required:               None

Formal Leader:                 No

Date Created/Revised:   January 2021

Job Summary

Creates a positive customer experience in a cross-functional environment will providing task-centric, administrative support to the growth team.

Competencies:

  • Team Success
  • Customer/Client Focus
  • Personal Credibility
  • Applied Learning
  • Analytical Agility

Core Responsibilities:

  • Responsible for accurate and timely completion of day to day tasks associated with 401(k) plan sales, including but not limited to, plan illustrations, proposals, fee comparisons and document change requests
  • Reviews and accurately documents changes directed by clients and internal team
  • Develops and applies continuously growing product and process knowledge to effectively anticipate and meet growth team needs and industry standards
  • Communicates effectively with partners, clients, external and internal customers to identify and resolve issues including but not limited to training and procedural gaps and assists in resolving with appropriate resource(s)
  • Prepares outgoing mail and outgoing packages for Growth team via UPS or FedEx
  • Schedules, organizes, and coordinates activities such as team presentations, communications, conferences, video conferences, meetings, webinars, trade shows, department activities, celebrations and other events
  • Maintains extensive working knowledge of sales CRM to run reports and assist Sales team as needed

Job Requirements

  • Regular attendance and punctuality
  • Ability to work autonomously or as part of a team
  • Ability to work in a fast-paced, change driven environment
  • Adherence to all company policies and procedures

Minimum Qualifications:

  • High school diploma or equivalent
  • Experience working with Microsoft Excel, Word and Outlook
  • Accountable and detail oriented, with strong analytical, multitasking and mathematical abilities
  • Strong professional communication technique and etiquette

Preferred Qualifications:

  • Associates Degree in business related field
  • Bilingual in English and Spanish
  • Financial Industry experience

ADA Requirements:

  • Sedentary position frequently required to sit
  • Requires frequent speaking and listening
  • Ability to use hands/fingers to operate office equipment such as phone and computer
  • Requires frequent use of vision for reading and writing (close proximity, color, and ability to adjust focus)

Disclaimer

The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.

Equal Employment Opportunity Policy

PAi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

How to Apply

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