Consultant - 401(k), Profit Sharing & Money Purchase

Prime Pensions, Inc.; Chico (CA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Prime Pensions, Inc. seeks a Retirement Plan Consultant to generate new business through plan sales and takeovers. You will build a client base within the APC system and cultivate a referral network of CPAs, financial planners, brokers and attorneys, while coordinating with clients, advisors and APC staff to service accounts.

You will travel as needed and deliver presentations, review plans, and ensure timely compliance with deadlines. Remote or hybrid work is possible in Chico or Sacramento, CA.

Qualifications

• Three years in pension or related financial services industry.
• College degree preferred or equivalent experience.
• Minimum of one year sales experience.
• Valid driver’s license and insurance.

Responsibilities

• Serve as primary client contact; handle client calls, correspondence, resolve issues and present to employees.
• Deliver Annual Reports as necessary.
• Review invoices for accuracy.
• Ensure client information is complete and forwarded to appropriate department.
• Make plan design recommendations to clients as needed.
• Address fee collections when clients do not respond to billing.
• Ensure filing deadlines are met.
• Document client conversations in APC Gold Notes.
• Review aging reports and conduct follow-ups.
• Educate clients about APC functions and timelines.
• Sell new plans and acquire takeover clients.
• Generate and market referral sources.
• Meet budgeting/marketing goals.
• Maintain attendance requirements.

Skills

Travel

Sales skills

MS Office

Pension plans knowledge

Communication skills

Math/Analytical

Sales presentations

Technical literature

Sales goals

Independent work

English proficiency

Concentration

Education

College degree in Business/Finance/Marketing or related field

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Position Summary

To generate new business through new plan sales and takeovers, to create and maintain a clientele within the APC system and to develop and maintain a referral network of CPA's, Financial Planners, Brokers and Attorneys. To interact with clients, advisors and APC's internal support staff to service clients.

• Serve as primary client contact; handling client phone calls, written correspondence, resolving problems and questions and provide employee presentations when requested.
• Deliver Annual Reports as necessary.
• Review invoice accuracy.
• Ensure all information (i.e., trust information, census and other documents) received from the client is complete, on time and forwarded to appropriate department. Request additional/missing information from client as needed.
• Review plans for appropriate design and make plan design recommendations to client as necessary.
• Contact client regarding fee collections when client does not respond to current billing system.
• Ensure compliance of filing deadlines.
• Document client conversations under Notes tab in APC Gold.
• Review aging reports, make follow-up calls and send letters per follow-up procedure.
• Educate client about APC functions and timelines.
• Sell new plans and acquire takeover clients
• Generate new referral sources and market existing referral sources.
• Meet established budgeting/marketing goals.
• Maintain satisfactory attendance hours both on and off-site to ensure completion of all responsibilities.

Job Description

Job Title: Retirement Plan Consultant

Department: Consulting

Reports To: Managing Director

FLSA Status: Exempt

Reporting Dept: None

Salary Grade: N/A

Position Summary: To generate new business through new plan sales and takeovers, to create and maintain a clientele within the APC system and to develop and maintain a referral network of CPA's, Financial Planners, Brokers and Attorneys. To interact with clients, advisors and APC's internal support staff to service clients.

Essential Duties And Responsibilities

• Serve as primary client contact; handling client phone calls, written correspondence, resolving problems and questions and provide employee presentations when requested.
• Deliver Annual Reports as necessary.
• Review invoice accuracy.
• Ensure all information (i.e., trust information, census and other documents) received from the client is complete, on time and forwarded to appropriate department. Request additional/missing information from client as needed.
• Review plans for appropriate design and make plan design recommendations to client as necessary.
• Contact client regarding fee collections when client does not respond to current billing system.
• Ensure compliance of filing deadlines.
• Document client conversations under Notes tab in APC Gold.
• Review aging reports, make follow-up calls and send letters per follow-up procedure.
• Educate client about APC functions and timelines.
• Sell new plans and acquire takeover clients
• Generate new referral sources and market existing referral sources.
• Meet established budgeting/marketing goals.
• Maintain satisfactory attendance hours both on and off-site to ensure completion of all responsibilities.

AUXILLARY DUTIES AND RESPONSIBILTIES

• Maintain technical expertise to perform the above duties.
• Other duties may be assigned.

Knowledge – Skills – Abilities

• Ability to travel and work beyond normal business hours.
• Knowledge of effective sales tactics and techniques.
• Knowledge and proficiency in Microsoft Office, predominantly Word and Excel applications preferred.
• Knowledge of relevant pension plans.
• Excellent communication skills (written and verbal).
• Excellent math, analytical and organizational skills.
• Ability to develop and deliver client sales presentations.
• Ability to interpret complex technical literature.
• Ability to meet sales goals.
• Ability to work independently with little supervision.
• Ability to speak, read and write in English.
• Ability to concentrate.

Minimum Qualifications

• Three years in pension or related financial services industry.
• College degree in Business Administration, Finance, Marketing or related field preferred or equivalent professional experience.
• Minimum of one year sales experience.
• Able to travel independently to client sites. (Valid driver's license and proof of insurance required at all times)

PHYSICAL / ENVIRONMENTAL CHARACTERISTICS

Work is performed in an office environment and requires:

• Sitting for prolonged periods of time using a computer keyboard, mouse, and screen.
• Standing, walking, and may require twisting, reaching, bending, crouching and kneeling.
• Grasping, pushing, pulling, dragging and lifting boxes of files and other office items weighing 30 pounds or less.
• Mobility, vision, hearing and dexterity levels appropriate to the duties to be performed.
• Travel independently to client sites.

Work Location: Remote or in-office (Chico or Sacramento, CA)