Retirement Plan Participation Consultant
Madison, WI US | Work from home flexibility TELECOMMUTE US
Job Description
- Speak with clients on a one on one or group basis to educate them on their retirement plan
- Provide financial education meetings in person and virtually
- Serve as contact and lead financial education for plan participants
- Actively interact with clients and their employees to ensure delivery of service expectations
- Prepare for meetings in advance and ensure follow-up and execution of deliverables following the meetings
- Consult with the internal ERISA teams to ensure proper compliance regarding all client matters
- Provide prompt correspondence and ensure questions or issues are resolved in an accurate and timely manner
- Microsoft Office Suite proficiency
- Managing and building client relationships
- Retirement plan knowledge preferred
- Excellent written communication skills
- Be a self-starter and have the ability to make sound independent decisions
- Ability to successfully interact with a variety of people/personalities
- Strong leadership and coaching skills
- Possess technical expertise plus good analytical and problem-solving skills
- Ability to handle situations in a calm, courteous and professional manner
- Strong attention to detail, decision-making skills and problem resolution
- College degree or related experience is preferred
- Bilingual - Spanish language fluency is preferred
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