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

Job Description

Job Description

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)