What are the responsibilities and job description for the VP, Employee Benefits Relationship Manager position at NPAworldwide?
Job Description
- Client Acquisition
- Data gathering about the current plan service providers
- Case analysis
- Preparation of sales materials
- Prospective client presentations
- Marketing
- Working with wholesalers and commercial bankers to identify prospects
- Client Service
- Analysis of recordkeeper provided review materials to identify opportunities for improvement
- Ability to understand and explain investment review materials
- Ability to present both recordkeeping and investments to clients
- Participant Education
- Perform employee enrollment seminars
- Counsel participants on effective use of the plan
- Responsible for the development of this office, which includes becoming highly involved in the communities in this area.
- Actively participate in the Customer Service First program, support the values of the organization, and follow established policies and procedures.
- A bachelors degree in a related field is required.
- Six to eight years of Employee Benefits/Retirement Plan administration and sales preferred.
- Industry designations or a willingness to obtain them are required.
- Experience with Defined Contribution Plans
- Salesmanship, knowledge, confidence, human relations skills, and communication techniques are requisite.
- Position demands accuracy, attention to detail, self-motivation, dedication, and imagination.
- Professional demeanor and excellent communication skills are essential to this position.
- Great company with an excellent reputation. Bank Director Magazine has named First Financial as one of the top 7 banks in the nation in the $5 billion to $50 billion asset category for 14 consecutive years.
- Stability: The bank has been around for a long time (1890) and plans on being around for a long time.
- In addition to base salary, the trust officer is eligible for profit-sharing (ESOP) and 401(k), which allows someone to accumulate a lot of wealth.
- Low employee turnover
- The company is large enough that, in the long term, there is an opportunity for advancement.
- Large enough to offer a variety of products; offer big-bank services without sacrificing the personal relationships and small-town focus that sets us apart.
- They have an outstanding culture and treat their employees like family. The Profit sharing is paid on 12/31 in the year it is earned; there is no delay. In other companies, the employees must wait 3 months or longer.
- The company is growing, which will open opportunities for advancement in the future.
- The Houston market has been the fastest-growing trust market in the company. The Employee Benefit Manager from Abilene has been traveling to Houston to grow the EB area. Its grown enough to add someone in market.