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New Business Consultant

Retirement Plan Consultants

in Telecommute / CO / IA / IL / IN / KS / MN / MO / ND / NE / OH / OK / SD / WI / WY

Retirement Plan Consultants

Are you great with customers, driven, and looking for an exciting career change?

Retirement Plan Consultants LLC is rapidly growing company looking to fill a new position in the area of plan onboarding! Specializing in hands on retirement plan administration for small to mid-size businesses, Retirement Plan Consultants LLC offers excellent benefits and opportunity for growth. Benefits include group health plan, employer matched retirement plan, paid holidays, vacation, and paid CPE.

This position will be the primary contact for new plans to our Retirement Plan Services platform and will work closely with all internal departments to ensure a smooth transition.

What you’ll do:

  • Oversee the onboarding of new plan sales
  • Complete the setup of new startups and transfer plans from start to finish
  • Communicate with advisors and plan sponsors as the single point of contact
  • Schedule the plan transfer
  • Train the new plan sponsor how to submit payroll contributions
  • Assist with plan design and general setup questions
  • Oversee the plan setup in PensionPro, plan documents and enrollments
  • Enhance customer satisfaction by providing distinctive service in all interactions
  • Receive direction from multiple stakeholders
  • Continually look for opportunities and make recommendations to improve product, delivery and overall implementation experience

Qualifications:

  • Education—Bachelor’s degree required, preferred QKA or TGPC designations
  • Experience—2-10 years of combined plan onboarding and/or TPA experience
  • Computer Operations—advanced knowledge of Microsoft Office products and Windows.  Preferred prior experience with Pension Pro and/or Relius software
  • Demonstrated organizational abilities and attention to detail are vital.
  • Must be able to meet deadlines and keep track of multiple assignments/projects
  • Self-motivated
  • Ability to work with many different plan types
  • Must be thorough with an ability to follow procedures
  • Exceptional customer relationship building skills
  • Excellent written and oral communication skills
  • Strong analytical capabilities for advanced problem-solving
  • Ability to display good judgment
  • Ability to work cross-functionally in a fast-paced environment
  • Ability to develop trusted relationships and find creative solutions

Benefits include, but are not limited to:

  • Health Insurance
  • Dental and Vision Insurance
  • Life Insurance
  • Short and Long Term Disability Insurance
  • Retirement Plan
  • Paid vacation and holidays

Location: Midwest states that can travel once or twice a year to onsite location for training

Nebraska, Iowa, Dakotas, Minnesota, Wisconsin, Illinois, Indiana, Ohio, Missouri, Kansas, Oklahoma, Colorado or Wyoming

How to Apply

Interested candidates should send a resume and cover letter in PDF format to careers@wealthfirm.info


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