Junior Consultant
  • Job Posting Expires: 12/31/2022
1M ago
$30,000 to $40,000
Full Time
No
Financial Services
None
2Year
Primary Duties

We are looking for someone who has a passion to provide excellent customer service to our clients.  If you are detail oriented, a hands-on learner, and looking to build knowledge in the retirement industry this position would be a great fit for you. We offer specialized job training that will help you be successful in this position. 

 

In this position, you will complete the following tasks. 

  • Assist members of our compliance team to help them serve their assigned group of clients
  • Develop knowledge and experience to allow you to serve as a relationship manager for an assigned group of clients
  • Learn general retirement plan guidelines to assist clients with questions.
  • Review and approve client forms
  • Assist in answering incoming calls & emails as needed.
  • Prepare plan documents, annual non-discrimination testing, 5500 forms, and employer contribution calculations.
  • Work closely with our Client Service and Recordkeeping teams
  •  

Our Company

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been around for about 14 years and our business and staff continues to grow. We are located in Norfolk, NE, but we service companies nationally.  We work with businesses, churches, and schools to provide a quality retirement plan for their employees. 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 your role in the Firm should lead to personal growth and opportunity for advancement.

 

Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products with an intense focus on data and technology. We are an omnichannel insurtech company innovating insurance with a singular purpose: making insurance simpler and more human, so everyone can plan for the good days ahead. Headquartered in Dallas, Texas, Integrity’s 5,500 employees currently support over 420,000 independent agents who serve the needs of more than 2.2 million clients annually. For more information, visit www.integritymarketing.com.

 

Why Work Here

Working at Integrity flat-out rocks. Why? Because we put people first — and we want you to thrive in a career that you love. We’re proud of our working environment and culture, where we reward your hard work and support your strong values. 

Joining us means being part of a hyper-growth company with all kinds of professional opportunities for those who are ready. Are you ready? At Integrity, we start with competitive compensation and just get better from there. 

We love celebrating all your hard work with fun and swag — and we love giving back! You can look forward to friendly competitions and contests, as well as activities that help raise money for charities in the communities we serve.

At Integrity, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:

  • Generous PTO and holiday schedule, with extra time off for community service and your birthday
  • Multiple health insurance plans to choose from 
  • 401(k) with immediately vested employer matching 
  • Integrity-paid HSA contributions for eligible health plans
  • Employee ownership program which grants meaningful ownership in Integrity’s ongoing success

Required Knowledge, Skills, and Abilities

Education Requirements

Associates or bachelor’s degree preferred or relevant work experience.

*Relevant work experience should include computer skills and customer service experience.


Compensation Details

 Hours worked:

In this position you will work during our normal business hours 8AM – 5PM, Monday-Friday with a 1-hour lunch. January - March 15th overtime is required, during other times of the year overtime may vary depending on workload.


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

Please apply today through our company site:

https://wealthfirm.bamboohr.com/jobs/view.php?id=54