New Business Specialist
  • Job Posting Expires: 6/30/2022
2M ago
$30,000 to $40,000
Full Time
No
Financial Services
None
None
Primary Duties
  • Oversee the onboarding of new plan sales (35-45 plans, depending on size and complexity)
  • Complete the setup of new startups and transfer plans from start to finish
  • Communicate with advisors and plan sponsors as the single point of contact
  • Schedule the plan transfer
  • Train the new plan sponsor how to submit payroll contributions
  • Assist with plan design and general setup questions
  • Oversee the plan setup in PensionPro, plan documents and enrollments
  • Enhance customer satisfaction by providing distinctive service in all interactions
  • Receive direction from multiple stakeholders/departments
  • Continually look for opportunities and make recommendations to improve product, delivery and overall implementation experience

Hours Worked:

  • Primary hours will be normal business hours (8-5) working 40 hours per week
  • During busy seasons (end of year/beginning of year), overtime may be necessary and time off will be limited

Required Knowledge, Skills, and Abilities
  •  
  • Computer Operations—advanced knowledge of Microsoft Office products and Windows. Preferred prior experience with Pension Pro and/or Relius software
  • Demonstrated organizational abilities and attention to detail are vital.
  • Must be able to meet deadlines and keep track of multiple assignments/projects
  • Self-motivated
  • Ability to work with many different plan types
  • Must be thorough with an ability to follow procedures
  • Exceptional customer relationship building skills
  • Excellent written and oral communication skills
  • Strong analytical capabilities for advanced problem-solving
  • Ability to display good judgment
  • Ability to work cross-functionally in a fast-paced environment
  • Ability to develop trusted relationships and find creative solutions

Benefits
  •  Employee Ownership Plan
  •  Paid Time Off for Vacation, Sick and Personal
  •  Generous Paid Holidays
  •  Community Service Paid Time Off
  •  Competitive Health Insurance
  •  401k Retirement Plans with competitive employer paid match
  •  Work/Life Employee Assistance Program

How to Apply

Apply today on our website:

https://wealthfirm.bamboohr.com/jobs/view.php?id=48