Job Description Summary
Contributes to the achievement of pooled plan sales and growth objectives by supporting pre and post sale tasks for mid and large market.
Job Description
Responsibilities
- Conduct research on every prospect and work with Pooled Plan team to build a strategy for pooled plan sales and growth.
- Oversee the pricing process, with responsibility for fund research, fund mapping and special pricing for large not for profit and corporate prospects.
- Manage the pooled plan RFP and RFI process. Review, analyze, and recommend changes to ensure accurate and value added responses for more complex prospects.
- Participate in the development of finals presentations. Work on strategy/positioning with finals team. Provide a write-up for the finals team that includes final pricing, assumptions and client demographics. Make recommendations on presentation content/edits. Oversee administrative assistant in putting together final presentations.
- Provide input on best strategy needed to win a specific deal.
- Provide producer support. Answer product questions and provide proposals and price quotes. Conduct education calls as needed. Personally manage all “B&C” producer relationships.
- Support partners of Sales Executives by responding to inquiries on any sales or prospecting related issues, preparation of Point of Sale documentation, preparation of co-branded sales materials, monitoring status of new business installation and requests submitted, and proactively notifying all interested parties regarding status of pending business and problem resolution.
- Manage post sales activities. Develop new sale announcements, finalize fund line-up and mapping, and work with the client integration team on potential issues/concerns that may arise during the onset of the transition. Participate in the first few rounds of internal and external transition calls.
- Act as a Pooled Plan subject matter expert regarding knowledge of processes and systems used by Operations for retirement plan installation; specific defined contribution product provisions; able to gather data from multiple administrative support systems, interpret, trouble shoot, answer questions and resolve problems across a broad range of functions and issues
- Research competitors and provide strategic information relative to product offerings and trends.
- Contact intermediaries on a monthly basis inquiring about new prospects, business plans and referrals.
- Oversee advisor payments and compliance reporting.
- Work with Pooled Plan team to manage Salesforce data integrity and team updates.
- Manage FINRA Compliance files.
- Manage Quality Indicators for Pooled Plans.
Qualifications
- Bachelor’s degree or equivalent experience. Minimum of three years retirement plan experience in the mid to large market ($10,000,000 to $2,000,000,000) required. Experience working with large/complex custom designed plans.
- Strong investment knowledge including the ability to evaluate funds and investment performance.
- Excellent written and verbal communication skills to effectively consult with a wide variety of internal/external customers/prospects.
- Strong presentation skills and interpersonal skills.
- Proven ability to take initiative and work independently and manage the workflow in the Regional Office.
- FINRA Series 6 or 7 and 63 licenses, or obtained within 6 months of hire date.
- Fluent PC skills – Excel, PowerPoint, Word, Adobe, Outlook, FreeERISA.com, etc.
Preferred Qualifications
- RPA designation is preferred which includes taking the CEBS 3, 4 and 7, or an advanced retirement plan designation such as CRPS, CRPC.
- Life License
Working Conditions
- Remote Environment
- Light Travel 10%
The Salary for this position generally ranges between$70,000-95,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors includingqualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company27s discretion.
This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
Disclaimer:
- We will never request personal information such as ID or payment for equipment upfront.
- Official offers are sent via DocuSign following a verbal offer2Dnot through text or email
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
Benefits Package
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave 2D fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
