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Business Implementation Coordinator

Benefit Services Group

in Chicago IL

To learn more about our company please visit our webiste at:

www.bsgi401k.com

www.wirtzcorp.com

The Business Development Coordinator is responsible for maintaining relationships with current clients while simultaneously building new client relationships and generating fresh sales.

Required Duties:                                             

  • Developing and maintaining relationships with Financial Institution Wholesaler to drive business to BSGI and build Company brand.
  • Working with Advisors and Financial Advisors to appropriately price and offer plan design solutions for potential new business opportunities.
  • Preparation of new business fee proposals.
  • Presentation to prospects with Financial Advisors and Wholesales as needed.
  • Responsible for plan design and document generation.
  • Develop and execute a social media plan for the organization.
  • Understanding of plan administration to be able to collect prior year testing, valuations, 5500’s.
  • Special Projects and all other duties assigned by Management

Must Possess:

  • Strong interpersonal and communication skills:  verbal, listening and written
  • Strong organizational and time management skills.
  • Strong presentation skills
  • Exhibit initiative and be proactive when necessary
  • Display discreetness, awareness and confidentiality of work
  • Strong multi-tasking capabilities, flexibility, and adaptability
  • Ability to work independently and in a team environment

Required Skills:

  • College degree or 3-5 years relevant experience
  • Knowledge of all types of retirement plans. 
  • Working knowledge of IRS and DOL regulations.
  • Willingness to travel as necessary for Advisor and Client meetings.  
  • Ability to present concepts and recommend solutions to prospective clients with regards to solving compliance and or plan design issues, or meeting the needs of business owners and plan sponsors.
  • Ability to communicate with and manage expectations for advisors and other interested parties.
  • Working knowledge of plan document software (ft. william).and Epic software.

Physical Demands of Job:

  • Frequent hand motion with answering and dialing phones, computer work
  • Occasional carrying and lifting of 15 pounds to perform various duties
  • Occasional immediate reaching and overhead reaching to perform various duties
  • Occasional standing for short amounts of time to perform various duties
  • Occasional walking for short amounts of time to perform various duties
  • Extended sitting for long periods of time at desk or workstation

Benefit Services Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics. If you need a reasonable accommodation because of a disability for any part of the employment process, please call 312-943-7000 and let us know the nature of your request and your contact information

How to Apply

Apply by email to:  tabatha.vece@wirtzcorp.com


This ad has been viewed 570 times. It expires on 7/30/2018.

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