Retirement Plan Growth & Business Development Pro

Rasmussen Capital Management, Inc.; SeaTac (WA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k) plan

Group Medical Plan

Paid time off

Paid sick leave

Paid holidays

Professional training

Mentoring from President/CEO

Job summary

Rasmussen Capital Management, Inc. is seeking a Retirement Plan & Business Development Associate to expand and support our retirement plan consulting and advisory practice.

The role combines business development, research, relationship management, and retirement plan support in a full-time in-office capacity in SeaTac, WA. The ideal candidate has 1–3 years of experience in financial services or related fields and will work closely with the President and CEO to gain expertise in 401(k),

Qualifications

• One to three years of professional experience in financial services, retirement plans, employee benefits, business development, banking, accounting, payroll, or related field.
• Strong verbal and written communication skills.
• Confidence making outbound calls to business executives.
• Willingness to prospect consistently and follow up.
• Ability to research companies, executives, and retirement plan information.
• Strong organizational and time-management skills.
• Authorization to work in the United States.
• Ability to work full-time from SeaTac office.

Responsibilities

• Identify privately held companies that may benefit from retirement plan consulting and advisory services.
• Research prospective employers using public sources including Form 5500 filings, company websites, directories, databases and publications.
• Identify owners, CEOs, CFOs, and other decision-makers.
• Conduct professional outreach by telephone, email, LinkedIn and other channels.
• Introduce prospective clients to the firm’s retirement plan consulting and advisory capabilities.
• Schedule qualified introductory meetings for the President and CEO.
• Maintain a consistent prospecting, follow-up, and relationship-development process.
• Build and maintain an organized pipeline of prospective retirement plan clients.
• Assist in developing relationships with CPAs, attorneys, benefits professionals, payroll providers, and others.

Skills

Prospecting

Research

CRM skills

Communication

Time management

Attention to detail

Independent work

Networking

Professional judgment

Education

Bachelor's degree in business, finance, economics, or related field

Tools

Microsoft Word

Excel

Outlook

LinkedIn

Job description

Rasmussen Capital Management, Inc. is seeking a Retirement Plan & Business Development Associate to expand and support our retirement plan consulting and advisory practice.

The role combines business development, research, relationship management, and retirement plan support in a full-time in-office capacity in SeaTac, WA. The ideal candidate has 1–3 years of experience in financial services or related fields and will work closely with the President and CEO to gain expertise in 401(k),