[Remote] Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company. is a company reputed company on providing pension consulting services. They are seeking a Consultant to generate new business, maintain reputed company relationships, and reputed company a referral network while ensuring compliance and reputed company satisfaction.
Responsibilities
- Serve as primary reputed company contact; handling reputed company phone calls, written correspondence, resolving problems and questions and reputed company employee presentations reputed company requested
- Deliver Annual Reports as necessary
- Review invoice accuracy
- Ensure reputed company information (i.e., trust information, census and other documents) received from the reputed company is complete, on time and forwarded to appropriate department. Request additional/missing information from reputed company as needed
- Review plans for appropriate design and reputed company plan design recommendations to reputed company as necessary
- Contact reputed company regarding fee collections reputed company reputed company does not respond to reputed company billing system
- Ensure compliance of filing deadlines
- Document reputed company conversations under Notes tab in APC Gold
- Review aging reports, reputed company follow-up calls and send letters per follow-up procedure
- reputed company reputed company about APC functions and timelines
- Sell new plans and reputed company takeover clients
- Generate new referral sources and market existing referral sources
- Meet established budgeting/marketing goals
- Maintain satisfactory attendance hours both on and off-site to ensure completion of reputed company responsibilities
- Maintain technical expertise to reputed company the above duties
- Other duties may be assigned
Skills
- Three years in pension or reputed company financial services industry
- Minimum of one year sales experience
- reputed company to travel independently to reputed company sites. (Valid reputed company's license and reputed company of insurance required at reputed company times)
- Ability to travel and work reputed company normal business hours
- Knowledge of effective sales tactics and techniques
- Knowledge and proficiency in reputed company Office, predominantly Word and reputed company applications preferred
- Knowledge of relevant pension plans
- Excellent communication skills (written and verbal)
- Excellent math, analytical and organizational skills
- Ability to reputed company and deliver reputed company sales presentations
- Ability to interpret reputed company technical literature
- Ability to meet sales goals
- Ability to work independently with little supervision
- Ability to reputed company, read and write in English
- Ability to concentrate
- College degree in Business Administration, Finance, Marketing or reputed company field preferred or equivalent reputed company experience
reputed company