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

Prime Pensions, Inc.; Chico (CA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Prime Pensions, Inc. is seeking a Retirement Plan Consultant to generate new business through plan sales and takeovers, serving clients and building a referral network with CPAs, Financial Planners, Brokers and Attorneys.

Travel to client sites is required and the candidate will interact with clients, advisors and APC staff to service accounts. Essential duties include presenting to clients, delivering Annual Reports, reviewing invoices, ensuring data completeness, and making plan design

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.
• Must travel independently to client sites; valid driver's license and insurance.

Responsibilities

• Serve as primary client contact; handling client phone calls, written correspondence and presentations.
• Deliver Annual Reports as necessary.
• Review invoice accuracy.
• Ensure all client information is complete and forwarded to the appropriate department.
• Review plans for appropriate design and make plan design recommendations to client.
• Contact client regarding fee collections when not responding to billing system.
• Ensure compliance of filing deadlines.
• Document client conversations in APC Gold.
• Review aging reports and follow-up on actions.
• Educate client about APC functions and timelines.
• Sell new plans and acquire takeover clients.
• Generate new referral sources and market existing sources.
• Meet budgeting/marketing goals.
• Maintain satisfactory attendance hours both on-site and off-site to ensure completion of responsibilities.
• Maintain technical expertise to perform duties.

Skills

Client relationship management

Sales and prospecting

MS Office (Word/Excel)

Verbal and written communication

Travel readiness

Financial services knowledge

Education

Bachelor's degree in Business Administration, Finance, Marketing or related field

Tools

Microsoft Office

Job description

Job Description

Job Title: Retirement PlanConsultant
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)