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Plan Consultant II - RKO Team

CUNA Mutual

in Remote

Logo for CUNA Mutual

Remote Opportunity! Position open to remote/ work from home candidates nationwide.

Plan Consultant with RKO Team working with Plan Sponsors, Financial Professionals and TPAs with ongoing client management.  Work with New Business Leaders, Relationship Managers and  Intermediary Sales team with client ongoing service.   Help promote the product with our TPAs and Advisor partners.   Liaison for all aspects of product and client services.    Collaborate with internal and external business partners.

Job Purpose:

This position is responsible for providing a broad range of retirement plan services to our clients, from small to large retirement plans. This role is accountable for day to day contact with Plan Sponsors, Financial Advisors, Third Party Administrators, and internal partners and may assist with overall coordination of client work with the Defined Contribution, and other Retirement Operations areas.  This position is responsible for ensuring client satisfaction of their assigned caseload. 

Proper coordination of services will create an environment to deliver excellent customer service to meet client expectations resulting in continued retirement plan growth and contribution to company's surplus.

Consultant – Provides expertise with regards to retirement plan recordkeeping.  They analyze, identify, and research plan issues and problems, manage projects and provide technical assistance to all outside interested parties.  Consultants also assist with payroll setup and training, answer questions regarding reporting and website navigation, and facilitates communication between all parties to ensure that the Plan runs smoothly.

Framework General Profile and Scope:         

  • Requires knowledge and experience in own discipline/department; still acquiring higher-level knowledge and skills.
  • Builds knowledge of the company processes and customers.
  • Solves a range of straightforward problems.
  • Analyzes possible solutions using standard procedures.
  • Receives a moderate level of guidance and direction.

Job Responsibilities:

  • Serve as the primary contact for a caseload consisting of small to large retirement plans.  Provides recordkeeping expertise and high levels of service to all interested parties.
  • Act as an advocate for our clients representing their interests in Retirement Operations.  Create an environment of excellent customer service.
  • Act as a liaison between Plan Sponsor, Financial Professional and Third Party Administrator.   
  • Provide excellent customer service to retain clients, financial professionals, Third Party Administrators and plan assets.
  • Provide input into the development of promotional, marketing, sales materials, retirement operations’ written communication materials, etc.
  • Serve as key contact for field staff in the assigned Marketing Divisions.  Provide expertise and guidance regarding sales, service and retention.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

  • Bachelor's degree in Business or Insurance or equivalent trade-off in related professional work experience. 
  • 5 years of retirement plan experience (progressively responsible work experience in the following areas: recordkeeping, administration, marketing, federal regulations, project work). 
  • Demonstrated knowledge of retirement plan administration concepts, policies and procedures.
  • Demonstration of effective presentation, oral and written communication skills.
  • Demonstration of effective interpersonal and customer focused skills.
  • Demonstration of effective analytical, organizational and planning skills.
  • Demonstration of effective leadership skills.
  • ASPPA Designations preferred.

How to Apply

Apply Now


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