401(k) Pension Plan Business Development
Company Name:
Adams Consulting Group, LLC
Position
Summary:
This position is responsible for the coordination and set up of new business. In this role you will be responsible for business development, identifying and creating relationships that drive revenue to the firm.
Essential Skills and
Responsibilities:
Develop and maintain a thorough understanding of our business, products and services.
Identify and develop new business opportunities and create a pipeline for new business opportunities through independent research, networking, and outreach efforts.
Effectively and timely coordinate the set up and implementation of new retirement plan clients.
Ability to learn about client's other services, e.g. Group Benefits, Individual Planning and apply in providing client solutions
Expertise in all facets of retirement plans including: compliance, administration, plan design, investments, fiduciary support, governance and employee education services
Must possess strong presentation skills for client meetings and sales finals.
Minimum Requirements
Bachelor's degree or equivalent work experience.
5 years direct client experience in the 401(k) and retirement plan industry.
Demonstrated ability to perform in a fast paced and changing environment.
Strong written and verbal communication skills. Must be comfortable making presentations to groups.
Proficiency in MS Office software applications, specifically Word and Excel.
Strong analytical and problem resolution skills.
Ability to work well under pressure with multiple priorities and deadlines.
Sound business judgment in determining what issues need to be elevated to appropriate level of authority.
Ability to work overtime to meet the needs of the business unit.
Designations - Pension or investment designations helpful, but not required.
Our client is a New Jersey based comprehensive wealth management firm that has been providing personalized comprehensive wealth management to individuals, families and business owners for over 30 years.Estimated Salary: $20 to $28 per hour based on qualifications.
Adams Consulting Group, LLC
Position
Summary:
This position is responsible for the coordination and set up of new business. In this role you will be responsible for business development, identifying and creating relationships that drive revenue to the firm.
Essential Skills and
Responsibilities:
Develop and maintain a thorough understanding of our business, products and services.
Identify and develop new business opportunities and create a pipeline for new business opportunities through independent research, networking, and outreach efforts.
Effectively and timely coordinate the set up and implementation of new retirement plan clients.
Ability to learn about client's other services, e.g. Group Benefits, Individual Planning and apply in providing client solutions
Expertise in all facets of retirement plans including: compliance, administration, plan design, investments, fiduciary support, governance and employee education services
Must possess strong presentation skills for client meetings and sales finals.
Minimum Requirements
Bachelor's degree or equivalent work experience.
5 years direct client experience in the 401(k) and retirement plan industry.
Demonstrated ability to perform in a fast paced and changing environment.
Strong written and verbal communication skills. Must be comfortable making presentations to groups.
Proficiency in MS Office software applications, specifically Word and Excel.
Strong analytical and problem resolution skills.
Ability to work well under pressure with multiple priorities and deadlines.
Sound business judgment in determining what issues need to be elevated to appropriate level of authority.
Ability to work overtime to meet the needs of the business unit.
Designations - Pension or investment designations helpful, but not required.
Our client is a New Jersey based comprehensive wealth management firm that has been providing personalized comprehensive wealth management to individuals, families and business owners for over 30 years.Estimated Salary: $20 to $28 per hour based on qualifications.
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