Now Hiring - Slavic401k - Retirement Plan Sales Consultant - WORK FROM HOME w/Potential Travel in Boca Raton, FL

Full description of the position

While this position is fully remote, we are only registered and can proceed with qualified candidates who reside and will work in one of the following states: AL, AZ, FL, GA, MI, MS, NE, NC, OH, OK, TN, TX. No exceptions. No relocation assistance is available. Must be eligible to work in the US without employment sponsorship.

Job Description

Job Title: Retirement Plan Sales Consultants Department: Retirement Plan Sales Consultants FLSA Status: Exempt Job Status: FT Reports To: VP - PEO Plan Adopter Sales Positions Supervised: n/a Work Schedule: Monday Friday, 8:30 am 5:00 pm POSITION SUMMARY The primary responsibility of the Retirement Plan Sales Consultant (RPSC) is to support our PEO clients by presenting to their prospective adopters' education around their MEP or PEP 401(k) option. The RPSC also consults with these employers on their 401(k) plan design options. This role requires knowledge of 401(k) rules and regulations, plan documents, and plan designs. ESSENTIAL FUNCTIONS

• Provide plan design strategies for worksite employers regarding plan specifications, including eligibility and entry requirements, vesting schedules, and employer contributions and assist them in completing the required documentation.
• Maintain relationships with Professional Employer Organizations (PEOs) and their respective 401(k) teams that refer the leads.
• Provide initial 401(k) education to worksites and their respective employees.
• Introduce and review enrollment materials, such as required notices and disclosures, with participants.
• Act as the subject matter expert on topics including, but not limited to, compliance, employer-level questions, plan design, plan enrollment, and plan changes.
• Tailor plan proposals and plan designs to benefit the needs of the employer and the participants by highlighting cost savings, tax benefits, and explaining investment funds and fees.
• Demonstrate proficiency using Salesforce.com and Microsoft Outlook to stay connected with clients, streamline processes, and organize data.
• Work with internal departments after the completion of the enrollment process to ensure proper plan set up within the organization.
• Gain client approval on plan documents and plan specifications, upload approved documents to [please apply online] and assign plan set up to an internal New Plans representative.
• Maintain ongoing channels of communication with New Plans representatives throughout the plan set up process to ensure plan compliance.
• Remain diligent and proactive by periodically updating clients on the status of the plan set up process. SKILLS & ABILITIES
• Strong presentation and communication skills
• Client-oriented with superb customer service skills
• Attention to detail
• Diligence and adaptability
• Ability to manage competing priorities in a fast-paced environment Experience
• 3-5 years of client-facing experience in financial services industry required
• 3 years of 401k industry experience required
• 2 years of Salesforce.com or similar CRM experience required
• Demonstrated knowledge of Microsoft Office Education
• Bachelor's degree or equivalent combination of education and experience WORK ENVIRONMENT
• Extended sitting and computer work.
• For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace. Additionally, there is an internet work speed requirement of 100 MBps or better. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying as adequate home work environment and the required internet connection is a non-negotiable requirement of remote employment.
• Travel to onsite enrollment meetings, as needed. The Power of WE WE serve the individual saver and investor, know that their savings represents not only money, but the time it took to earn that money, which is forever gone. WE will prudently, cost-effectively and efficiently safeguard and invest that money for a better future for all we serve. WE are guided by core principles of honesty, accountability, and transparency. Consequently, we are always looking to do the right thing. WE will treat every customer and colleague with respect and dignity. WE will exhibit humility both as individuals and as a corporate entity. What's in it for you Package This role will have a base salary range of$65,000-75,000 Please know, this is the base range only and does not consider other components that make up the total rewards package for this role. This position is also eligible for Plan Sales commissions. Other perks in the total rewards package are :
• Flexible work environment
• Participation in Personal Annual Performance Bonus incentive program
• Medical, Dental, Vision, and Life Insurance
• 75% employer coverage of Medical Premiums
• Retirement Savings 401(k) plan with generous company match, vested after 2 years
• Tuition Reimbursement up to $5,250/year
• Generous Paid Time Off upon hire plus quarterly Work/Life Balance days and paid holidays
• Paid Parental Leave
• Voluntary Pet Insurance, Lifelock and More!
• 24/7 no-cost Employee Assistance Program (EAP) Slavic401k is an Equal Opportunity Employer Slavic 401k is an equal opportunity employer with a commitment of inclusion for all qualified candidates. Slavic401k strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights ([please apply online] notice from the Department of Labor.