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Lead Transition Consultant - Retirement Plans

Ameritas

(Remote)

Position Description:  

This position serves as the primary liaison between the financial professional, client, regional director, and internal partners during the plan installation and conversion. This position is responsible for the installation of all new retirement plans.  This role develops and maintains professional relationships with financial professionals and clients to ensure required services are being provided to the client. As the client's first impression of the home office, this position is responsible for ensuring a smooth transition from sale to service.

This position is remote and does not require regular in-office presence.

What you do:

• Develop relationships with plan sponsors, financial professionals, & TPAs.
• Coordinate the transfer of plan assets, generate affiliated notices, and direct allocation of transferred assets.
• Support and coordinate with the sales team for assigned region.
• Advocate the implementation process to internal and external parties including but not limited to associates, financial professionals, TPAs, and clients.
• Own timely, professional, and accurate resolutions to client concerns, questions, and problems possibly during high stress situations.
• Drive client service initiatives including process improvement to enhance client experience.
• Maintain risk awareness and regulatory knowledge.
• Coordinate changes required by the compliance team based on legally required changes.
• Allocate and verify asset transfers ensuring money has been allocated appropriately and balances are correct.
• Ensure smooth transition for on-going service through conversion of plan to the client service team(s).

What you bring: 

• Bachelor's Degree (preferably in business or finance) or equivalent combination of education and experience required.
• 3 or more years of relevant retirement plans experience required including:
  • Extensive knowledge of relevant complex legal requirements and contracts.
  • Retirement plans implementation experience.
• MEP (multiple employer plan), PEP (pooled employer plan), and/or PEO (professional employer organization) experience desired.

What we offer: 

A meaningful mission. Great benefits. A vibrant culture 

Ameritas is an insurance, financial services, and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t: 

Ameritas Benefits

For your money: 

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance 
• Incentive Program Bonuses 
• Competitive Pay 

For your time: 

• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)

For your health and well-being: 

• Health Benefits: Medical, Dental, Vision 
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)

For your professional growth: 

• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program

      For your community:

• Matching donations program
• Paid volunteer time– 8 hours per month

For your family: 

• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. 

How to Apply

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