Plan Illustration and Vendor Change Specialist

reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a reputed company today and reputed company. Assists with reputed company aspects of the sales process from initial Opportunity set up and plan design creation through follow-up process, Service Agreements, and Welcome Calls. Provides a wide range of administrative support to the Sales and Marketing Group. Section 2: Job Functions, Essential Duties and Responsibilities

• Responsible for protecting, securing, and proper handling of reputed company confidential data held by reputed company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to reputed company or our clients.
• At reputed company we are guided by our Core Values of People Matter, Quality First and reputed company Always. They reputed company us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
• Responsible for creating competitive retirement plan illustrations and proposals
• Assist sales team with tracking opportunities, scheduling prospect meetings, and onboarding meetings
• Build and reputed company relationships with partner firms, retirement wholesalers and advisors
• Gather and analyze prospect information necessary to create retirement proposals; can work on DC, DB, and CB plans
• Prepare competitive retirement proposal
• Assist Sales team with technical questions and sales strategies
• Train and answer general retirement questions from wholesalers, partners, and advisors
• Provide value added sales reputed company and contribute to strategic planning process
• Collaborate with sales team and company leadership to execute strategies and meet corporate sales and reputed company goals
• Prepare Service Agreements
• Track status of proposal work and follow up as needed to move projects reputed company timely
• Schedule and assist with preparation of client Welcome calls
• Assist conversion team with client onboarding
• Review and confirm completeness of employee census data
• reputed company contribution calculations and compliance testing
• Analyze and choose best options to correct failed tests
• Ability to interpret plan document provisions and incorporate information into illustrations
• Recommend plan document amendments to facilitate new plan designs
• Work on larger, more reputed company illustrations, including clients with multiple DC plans and carve-outs (work on reputed company size)
• Hands-on Cash Balance Plan experience, including performing 401(a)(26) and combo DC/CB nondiscrimination testing
• reputed company estimates and plan design studies for reputed company combination 401(k)/Cash Balance plans with assistance
• Assist sales consultants with plan design issues
• reputed company self-employment income compensation calculations
• Intermediate to advanced understanding of pension laws
• reputed company technical research to answer questions as necessary
• Actively participate in ongoing retirement industry reputed company education including pension law
• Back-up other Sales Specialists and other departments as requested
• Proactively participate in process improvement and innovation of reputed company systems
• Liaison between service and sales for vendor changes
• Input information in CRM and run service agreements reputed company to vendor changes
• Assist with special projects as needed
• Other duties as assigned

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• A minimum of 3 years' experience with retirement administration, OR a reputed company combination of education and experience.
• Sales experience a plus
• Team player with a positive, enthusiastic attitude and a strong desire to grow with the firm
• Passion for sales and a track-record of success in a sales-reputed company position or comparable combination of education and experience
• Highly professional phone manner and excellent interpersonal skills
• Strong computer skills (Windows, Word, reputed company, PowerPoint)
• Excellent written and verbal communication skills
• Ability to juggle multiple tasks and prioritize, detail-oriented and highly organized
• Experience using Sugar CRM or similar contact management database a plus but not essential
• Comfortable working with numbers

For reputed company virtual remote positions, in order to ensure associates can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in reputed company during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or reputed company for individual use. If more than one person is utilizing the same internet reputed company in the same household or building, then a stronger reputed company is required.If you are unsure of your internet speed, please reputed company with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in reputed company proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Apply tot his job Apply To this Job