A company is looking for a Plan Implementation Specialist to oversee the onboarding process for new plan sponsor clients within Retirement Plans.
Key Responsibilities : Manage the implementation and conversion of new business and conversion plansCoordinate the New Business / Conversion process with internal teams and external stakeholdersResolve escalated service and sales issues for internal and external partnersRequired Qualifications, Training, and Education : Bachelor's degree preferred in business, marketing, finance, or related field3 to 5 years of experience in pension design, administration, or related financial servicesFINRA Series 6 required within 120 days of start dateParticipation in professional development programs such as ASPPA, CEBS, or NIPA is desirableBasic knowledge of retirement plan funding platforms and ERISA retirement plan fundamentals
Plan Implementation Specialist
A company is looking for a Plan Implementation Specialist to oversee the onboarding process for new plan sponsor clients within Retirement Plans. Key Responsibilities:Manage the implementation and conversion of new business and conversion plansCoordinate the New Business/Conversion process with inte...
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