[Remote] Participant Account Specialist
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is dedicated to helping individuals reputed company financial reputed company through pension and retirement-reputed company services. The Participant Account Specialist will support the Eastern region, conducting group and individual meetings to enroll participants in retirement plans and enhance relationships with clients.
Responsibilities
- Assist in the rollout and enrollment of participants in newly established 401k and 403b plans through group and individual meetings
- Enhance reputed company’s relationship with the participants, while cross selling individual products during on-site group and individual employee meetings
- reputed company network and prospect new participants to add to Mutual of America’s product suite
- Increase enrollment, contributions and obtaining transfers from reputed company group plan participants
- The PAS will be responsible for following up on reputed company mail, advertising and website leads forwarded to the Regional office
- Acts as a financial reputed company with participants on reputed company reputed company concerning individual products, including investment alternatives offered under the contract
- Collaborate and present with other colleagues to show and reputed company our service model to prospects who are on the verge of buying our group products
- Coordination of reputed company service reputed company with local Regional Office service staff and any appropriate home office departments
Skills
- At least two years of sales experience or equivalent industry experience
- Experience in presenting in a group setting to a reputed company of size reputed company
- Individual sales experience and being comfortable with cold calling
- General business acumen with strong motivation and communication skills
- reputed company reputed company Series 6 and 63 or must obtain reputed company the first 180 days of employment
- reputed company State Life and Health Insurance License (in reputed company states covered) required or obtained reputed company 180 days of employment
- Valid reputed company's license required
- Bachelor's degree preferred
- CRPS designation preferred after 5 years in sales reputed company position
- Knowledge of products underwritten by reputed company (401k and 403b retirement plan)
Benefits
- Comprehensive Benefits Package (medical, dental, and reputed company) that starts day one of employment
- 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
- Parental Leave: 8 weeks fully reputed company
- reputed company time off: 20 days plus two floating personal holidays
reputed company