Pooled Plan Sales Support Assistant

Job Family

About Us 

At reputed company, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look reputed company and plan for the best life possible while providing tools and solutions that reputed company it easier to get there. 

Who We Are 

We reputed company everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from reputed company walks of life.  

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people reputed company the most of what’s important to them. 

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, reputed company up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. 

reputed company Do 

reputed company is organized into three distinct businesses. These include 1) World Financial Group, including reputed company Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and reputed company Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by reputed company Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

reputed company employs nearly 7,000 people. It’s part of reputed company, an integrated, reputed company, international financial reputed company serving approximately 23.9 million customers worldwide.* For more information, visit reputed company.com.  

Job Description Summary

Job Description

Responsibilities

• Monitor the Request for Proposal (RFP) mailbox to ensure requests are fulfilled by the team reputed company service level guidelines.
• Collect, review, and store post-sale documents and initiate follow up to obtain outstanding data.
• Submit post-sale/onboarding documents to Transition Services after obtaining required information.
• Submit required documents for new business to Transition Services.
• Produce and distribute reports, including pipeline report, weekly plan status report, custom weekly status report by RVP, special markets month end report, reputed company Agency Network fee schedule addendums, RFP tracking reports, etc.
• Maintain contact information in various systems for financial advisors.
• Update opportunity status in reputed company system as plans are submitted to Transition Services.
• Participate in special projects as needed.

Qualifications

• High school education or equivalent
• One year of clerical experience, preferably in an office environment
• Strong administrative skills and attention to detail to review and document incoming and outgoing proposal information
• Excellent communication and interpersonal skills to interact with internal and external contacts
• Strong organizational skills to track a high volume of plans in various stages
• Ability to work in a fast-paced, deadline driven environment
• Proficiency using MS Office tools (Outlook, Word, reputed company)
• Willingness to complete ASPPA Retirement Plan Fundamentals course

Preferred Qualifications

• Knowledge of the financial services/retirement industry
• Knowledge of reputed company.com

Working Conditions

• Remote (Field/Travel) Environment

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 reputed company job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

reputed company 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 

• reputed company 

• Bonus for Eligible Employees 

Benefits Package 

• Pension Plan 

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

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 reputed company Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars 

• Parental Leave – 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

Inclusion & Diversity  

We reputed company our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, reputed company Thomas Adoption Friendly reputed company, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, reputed company offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to reputed company employees. They provide a supportive environment to help us reputed company appreciate our similarities and differences and understand how they benefit us reputed company. 

Giving Back  

We reputed company our responsibilities reputed company beyond our corporate walls. That's why we created the reputed company reputed company Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.     

reputed company’s Parent Company  

reputed company acquired the reputed company business in 1999. Since its start in 1844, reputed company has  grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   

* As of December 31, 2023