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Lead Transition Consultant

BlueStar Retirement Services Inc.

in Remote / Ponte Vedra Beach FL

Logo for BlueStar Retirement Services Inc.

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

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

This position serves as the primary liaison between the financial professional, client, regional director and internal partners during the plan installation/conversion. This position is responsible for the installation of all new retirement plans. Additionally, 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.

What you do

  • Develop relationships with plan sponsor, financial professional, & 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
  • Ensuring smooth transition for on-going service through conversion of plan to the client service teams

What you bring

  • Bachelor's Degree or equivalent experience preferably in business or finance required
  • 4-7 years Minimum four years of relevant experience. Extensive knowledge of relevant complex legal requirements and contracts required
  • Less than 2 years Experience coaching others preferred

What we offer

 Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.

  • Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
  • We’re committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
  • A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
  • Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

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. Salary Range: $56,512-$84,768

How to Apply

Apply Now


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