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Plan Services Consultant II in Virtual / Travel



$80K - $100K*


Corporate Finance


5 - 7 years

Job Description

This position is responsible for providing a broad range of retirement plan services to our clients with medium to large retirement plans. This role is accountable for day to day contact with Plan Sponsors, Financial Advisors and internal partners and may assist with overall coordination of client work with the Defined Contribution and Defined Benefits areas, and other Retirement Operations areas. This position is responsible for ensuring client satisfaction of assigned and/or shared 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 advice with regards to strategy, management and operations, as well as the structure of a business. They analyze and identify problems, research and collect data, prepare business proposals, manage projects and programs. They recommend

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Valid through: 2020-5-20

About CUNA Mutual Group

CUNA Mutual Group /'kju?n?/ is a mutual insurance company that provides financial services to cooperatives, credit unions, their members, and other customers worldwide. CUNA Mutual Group sells commercial and consumer insurance and protection products.
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