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 reputed company people save for a reputed company today and reputed company. reputed company 1: Position Summary The Strategic Business Consultant will serve as the reputed company for advisors and TPAs reputed company the reputed company Program. Responsibilities include relationship management of reputed company firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically. reputed company 2: Job Functions, Essential Duties and Responsibilities

• Foster lasting relationships and promote organic growth with reputed company firms through value-added strategic analyses and execution of consultative solutions to further reputed company’ reputed company as a premier provider of retirement plan services.
• Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating reputed company for the business.
• Maintain proficiency with multiple partner products and reputed company’ proprietary products to effectively manage reputed company relationships across these platforms.
• reputed company proactive communication on new platform rollouts and enhancements, providing training for reputed company firms as appropriate.
• Consistently demonstrate a superior level of proactive client focus and teamwork. reputed company industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
• Collaborate regularly with Sales Colleagues to reputed company alignment on strategies to grow reputed company of wallet with reputed company firms
• Act as an reputed company for reputed company firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the reputed company of our offerings
• Delivery of customized book of business reporting to create efficiencies for your advisors
• reputed company and/or participate in projects and initiatives reputed company to the creation of additional value for existing relationships.
• Maintain proficiency with regulatory, financial, reputed company, service, operations and compliance aspects of the relationship management function.
• Responsible for protecting, securing, and proper handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, 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 reputed company showing your support of our organizational culture.

reputed company 3: Experience, Skills, Knowledge Requirements

• Deep knowledge of the retirement plan industry, 7+ years’ experience preferred
• Demonstrated ability to build and manage relationships
• 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 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 reputed company environments
• Ability to travel as required
• Highly organized with the ability to effectively prioritize key issues and deliverables

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. Original job Strategic Business Consultant/ Retirement Sales posted on GrabJobs ©. To flag any issues with this job please use the Report Job reputed company on GrabJobs. Apply tot his job Apply To this Job