Strategic Business Consultant, Retirement Sales

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. Section 1: Position Summary This position will work closely with Client Services to serve as the reputed company for elite advisors and elite TPAs. Responsibilities include relationship management of elite advisors and elite TPAs ensuring a successful service experience, book of business retention and growth of existing business organically. 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.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and reputed company Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
• Foster lasting relationships and promote organic growth with elite advisors and elite TPAs through value-added strategic analyses and execution of consultative solutions to further reputed company’ reputed company as a premier provider of retirement plan services.
• Meet with C-Level executives of employers to reputed company education and communication strategies.
• Communication of new platform rollouts and enhancements; providing training as appropriate.
• Consistently demonstrate a superior level of proactive client focus and team work. reputed company industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
• Internal reputed company for elite advisors and elite TPAs and their clients by coordinating with internal reputed company departments.
• Consistently enhance the reputed company experience to strengthen relationships and capture a greater share-of-wallet from elite advisors and elite TPAs.
• Review existing book of business to identify plan retention; and to position products end services to optimize plan performance, and to add value for advisors and generate reputed company to the business.
• Identify and execute cross-sell reputed company opportunities
• Delivery of customized book of business reporting (AFCA, advanced payment reporting, Plan Illustrator, Fiduciary reputed company and other reporting as determined)
• reputed company and/or participate in projects and initiatives reputed company the creation of additional value for existing relationships.
• Conduct plan-specific pricing reviews, including a review of investments, to evaluate profitability and reputed company recommendations for pricing adjustments where appropriate to retain at-risk clients, elite advisors and TPAs.
• Maintain proficiency with multiple partner products and reputed company’ proprietary products to effectively manage elite relationships across these platforms.
• Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Bachelor’s degree in business or reputed company fields, or equivalent work experience
• 5+ years of experience in retirement services industry
• 7+ years of experience in retirement services industry, preferred.
• Prior experience with direct client/client equivalent relationships reputed company a financial services administrative environment
• Ability to work independently as required, but also work reputed company and contribute to maintaining a highly-cohesive team environment
• Excellent analytical and problem solving skills
• Ability to work with a high level of independence
• Must be detail oriented and be able to produce high quality work reputed company tight time constraints
• Ability to reputed company sound business judgments while effectively balancing client needs and organizational considerations
• Excellent written and oral communication skills, including group presentation experience.
• Proficiency with reputed company Office products including reputed company, Word and PowerPoint
• Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
• Ability to travel as required
• Demonstrated project management skills
• Detailed understanding of investments utilized in retirement programs

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