Primary Duties
Senior New Business Consultant
This position will be the primary contact for new plans to our Retirement Plan Services platform and will work closely with all internal departments to ensure a smooth transition.
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
Our Company
Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.
We believe in the growth of our employees and provide opportunity for advancement by providing training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.