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Account Manager

Beneco

in Scottsdale AZ

JOB SUMMARY

  • Provide Above and Beyond client service to Beneco’ s  plan sponsors and participants. Educate plan sponsors on the benefit of their plan and all company benefits while providing timely quality service. Responsible for service and retention of a book of key accounts by collaborating with a team of service oriented individuals.

ESSENTIAL KEY FUNCTIONS include the following. Other duties may be assigned.

  • Focuses on understanding and responding to client needs. Assumes a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues.
  • Uncover and close upsell opportunities for additional Beneco products. 
  • Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
  • Responds timely and professionally to incoming emails and calls.
  • Develop meaningful relationships with advisors and centers of influence to help build the business.
  • Builds relationships with business owners, decision makers and influencers.
  • Educate clients on retirement account benefits, plan options provided and regulatory and tax implications regarding their options.  Education also extends to all products and services offered by Beneco. 
  • Participate in Sales support activities such as referrals, references and cross-selling across multiple business units.
  • Plans and conducts effective in-person and/or phone meetings
  • Researches client issues and collaborate with the appropriate department until issue has been resolved.
  • Consultative and solutions driven approach to client service.
  • Understand, consider and apply various regulations, to include but not limited to DOL, ERISA, and IRS, when preparing, analyzing and interpreting information.
  • Act as an internal resource and client advocate.
  • 25-30% travel required
  • Aligns with Beneco’ s culture

EDUCATION

  • Undergraduate degree or equivalent combination of training and experience in financial services industry preferred.

QUALIFICATIONS

  • 5 + years client service experience
  • An individual of high integrity with good judgment skills, and who is committed to doing the right thing for their clients.
  • Excellent communication and listening skills
  • Self-motivated; able to learn on own initiative

How to Apply

Apply by email:  frontdesk@beneco.com

Visit our web site.


This ad has been viewed 900 times. It expires on 2/5/2018.

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