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New Business Implementation Consultant

The Benefit Practice

in Maitland FL

We are seeking to add to our staff a dedicated New Business Implementation Consultant to be located in our Maitland, FL office. Friendly personality, strong organizational / project management skills and thoroughness are all key aspects of this position. This is a great opportunity for an ambitious team player looking to enter / further their career in the retirement plan arena. The candidate will report to our New Business Implementation Manager.

Key Job Responsibilities:

  • Manage and initiate the installation process for new sales
  • Assume project ownership for assigned accounts
  • Compile and review prior plan documents
  • Complete onboarding paperwork and setup internal databases
  • Send out “Welcome Packages” to new clients and their Financial Consultants
  • Participate in weekly calls with the client, financial advisor, and Investment Platform
  • Work with internal team to develop and improve new business procedures

Desired Background:

  • Bachelor’s Degree
  • At least 3 years of retirement services experience
  • Strong verbal and written communication skills
  • Strong organizational / project management skills
  • Strong Excel and Word skills

How to Apply

Please email resumes to Wkihn@benefitpractice.com


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