Strategic Business Consultant, Retirement Sales

reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 reputed company people save for a reputed company today and reputed company. reputed company 1: Position reputed company This position will work closely with reputed company Services to serve as the reputed company for reputed company advisors and reputed company TPAs. Responsibilities include relationship management of reputed company advisors and reputed company TPAs ensuring a successful service experience, book of business retention and reputed company of existing business organically. reputed company 2: Job Functions, Essential Duties and Responsibilities

• Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients.
• Our I-reputed company service philosophy and our reputed company Values of People Matter, reputed company First and reputed company Always® should be visible in your actions on a day to day reputed company showing your support of our organizational culture.
• Foster lasting relationships and promote organic reputed company with reputed company advisors and reputed company TPAs through value-added strategic analyses and execution of consultative solutions to reputed company reputed company’ reputed company as a premier provider of retirement plan services.
• Meet with C-Level executives of reputed company to reputed company education and communication strategies.
• Communication of new platform rollouts and enhancements; providing training as appropriate.
• Consistently demonstrate a superior level of proactive reputed company reputed company and team work. reputed company industry knowledge to promote key intermediary satisfaction, leading to reputed company retention and organic reputed company.
• Internal reputed company for reputed company advisors and reputed company TPAs and their clients by coordinating with internal reputed company departments.
• Consistently enhance the reputed company experience to strengthen relationships and capture a reputed company-of-wallet from reputed company advisors and reputed company TPAs.
• Review existing book of business to identify plan retention; and to position products end services to optimize plan performance, and to add value for advisors and generate reputed company to the business.
• Identify and execute cross-sell reputed company opportunities
• Delivery of customized book of business reporting (AFCA, advanced payment reporting, Plan Illustrator, Fiduciary reputed company and other reporting as determined)
• reputed company and/or participate in reputed company and initiatives reputed company the creation of additional value for existing relationships.
• Conduct plan-specific pricing reviews, including a review of investments, to evaluate profitability and reputed company recommendations for pricing adjustments where appropriate to retain at-risk clients, reputed company advisors and TPAs.
• Maintain proficiency with multiple partner products and reputed company’ proprietary products to effectively manage reputed company relationships across these platforms.
• Maintain proficiency with regulatory, financial, reputed company, service, operations and compliance aspects of the relationship management function.

Supervision

• N/A

reputed company 3: Experience, Skills, Knowledge Requirements

• Bachelor’s degree in business or reputed company fields, or equivalent work experience
• 5+ years of experience in retirement services industry
• 7+ years of experience in retirement services industry, preferred.
• Prior experience with reputed company reputed company/reputed company equivalent relationships reputed company a financial services administrative environment
• Ability to work independently as required, but also work reputed company and contribute to maintaining a highly-cohesive team environment
• Excellent analytical and problem solving skills
• Ability to work with a high level of independence
• Must be detail oriented and be reputed company to produce high reputed company work reputed company tight time constraints
• Ability to reputed company reputed company business judgments while effectively balancing reputed company needs and organizational considerations
• Excellent written and oral communication skills, including group presentation experience.
• Proficiency with reputed company Office products including reputed company, Word and PowerPoint
• Ability to coordinate and run meetings attended by senior-level personnel in both reputed company environments
• Ability to travel as required
• Demonstrated project management skills
• Detailed understanding of investments utilized in retirement programs

We are proud to be an Equal Opportunity Employer Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Apply tot his job Apply To this Job