RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING:

• Ensure the timely and successful delivery of retirement services and handle client interactions to resolve plan administration issues

• Onboard retirement plan customers including project plan management, communication, documentation, compliance and employer and worker education to ensure successful enrollment

• Prepare and lead employee retirement education meetings

• Maintain and communicate an in depth understanding of internal policies, procedures and legal parameters that are unique to church benefit plans. This involves staying informed as products, markets, technology and legal environments change

• Collaborate with extended service teams to provide information on fiduciary duties, participant communication and education strategies

• Provide analysis and advice to resolve both the short-term and longer term retirement benefit needs of customers

• Develop a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business; demonstrate ownership and accountability as client’s “trusted partner”.

• Identify new business opportunities with existing customers

• Utilize SalesForce.com to provide detailed account documentation and track key account metrics.

• College degree required
• Prefer associates to have 5-10 years of Relationship Management or Client Service experience within Retirement/401(k)/403(b) industry
• 5 years of Retirement Industry Experience
• Strong relationship management experience and sales related experience preferred.
• Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
• Advanced 401(k)/403(b), compliance, plan documentation and investment knowledge.
• Excellent verbal and written communications skills