SUMMARY
Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis.
Manages all activities surrounding the procurement, placement and implementation of defined contribution plans.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Maintains ongoing client contact to assist with day-to-day service issues and vendor management;
- Works with vendors and Third Party Administrators to automate process of data collection and analysis;
- Schedules and attends client meetings for prospects and existing clients;
- Maintains client and due diligence files;
- Records notes at meetings and prepares minutes for various investment committees;
- Prepares investment reviews;
- Prepares investment committee meeting materials and booklets;
- Assists in completing plan applications, plan document review, and plan implementation;
- Assists auditors with Form 5500 preparations and data collection;
- Assists vendors with year-end testing data collection;
- Assists with or conducts participant enrollment meetings;
- Supports the 401(k) department with general industry knowledge;
- Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability;
- Completes Request for Proposals;
- Generally manages simple plans with under $10 million in assets and under 100 participants;
- Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor’s degree or equivalent combination of education and experience
Three (3) or more years related work experience
Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations required
Experience with small to mid (less than 250) clients
Valid Series 65 license (or must be obtained within 90 days of employment)
Securities license (SIE, Series 6 or 7 and 63) preferred
SKILLS
Excellent verbal and written communication and presentation skills
Excellent interpersonal, relationship building, negotiating and problem solving skills
Exceptional attention to detail
Ability and motivation to work independently
Good time management skills
Good planning, organizational and prioritization skills
Advanced analytical skills
Proficient in Microsoft Office products
Account Manager - 401k
Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis.Manages all activities surrounding the procurement, placement and implementation of defined contribution plans.ESSENTIAL ...
Account Executive (Remote)
D Aceto Services LLC is seeking a results-driven and motivated Account Executive to join our remote team. Ability to work independently and manage time effectively in a remote setting. Flexible work hours and a remote work environment. ...
Entry Level Sales Representative
This is a Sales Representative position working one-on-one with families in the community. ...
Sales Representative Entry Level
Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself. Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissi...
Technical Sales Manager - Texas
Key words: account manager, sales representative, account executive, sales executive, territory manager, territory sales manager, sales specialist, inside sales. You will be expected to create and execute a sales strategy across academic, biotech, and pharmaceutical accounts while working closely wi...
Outside Sales Representative - Foodservice Sales Experience - Downtown Houston
Job Type: Sales Professional, Customer Success Representative, Outside Sales. Our next Customer Success Representative will enjoy the luxury of warm leads that funnel through our website or through our inside sales support team. Sales Professional – Needed To Box Out Competitors. The Sales Pro...
Sr. Manager, Sales Operations And Strategy
This position works within a team of Business Managers, assisting in sales target and planning, channel development, and market analysis. This position is designed to be a point of contact for Business Managers for questions, problem solving and sales analysis support. Work with team in developing a...
Sales representatives
Previous experience with Retail Sales is preferred, however relevant sales experience will be considered for this opportunity. They will be responsible for meeting or exceeding sales goals and maintaining and updating a prospecting system. Plans, organizes and promotes sales/marketing programs. Meet...
Client Partner/Account Executive - Sales
The Client Partner is a sales hunter, responsible for securing new business and enhancing revenue growth for ChaiOne. He/She will sell ChaiOne services to new clients through activities spanning the sales cycle: pipeline development, lead qualification, client meetings, proposal development, negotia...
CS Customer Success Manager - Houston, TX
Customer Satisfaction: Ensure customers receive optimum levels of service and maintain high levels of customer satisfaction with Siemens. Identifies End of Service (EOS) systems and communicates with sales team and customer to avoid customer dissatisfaction. We spark ideas that lead to positive impa...