Account Executive - 401K

Alliant Insurance Services•Austin, TX

About The Position

Responsible for supporting 401(k) Producers with sales support and providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Manages all activities surrounding the procurement, placement and implementation of employer-sponsored retirement plans and securities-related products.

Requirements

Bachelor’s degree or equivalent combination of education and experience
Five (5) or more years related work experience
Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations required
Experience with mid to large (250+) clients
Valid Series 65 license (or must be obtained within 90 days of employment)
Excellent verbal and written communication and presentation skills
Excellent interpersonal, relationship building, negotiating and problem solving skills
Exceptional attention to detail
Ability and motivation to work independently
Good time management skills
Good planning, organizational and prioritization skills
Advanced analytical skills
Proficient in Microsoft Office products

Nice To Haves

Securities license (SIE, Series 6 or 7 and 63) preferred

Responsibilities

Maintains ongoing client contact to assist with day-to-day service issues and vendor management
Works with vendors and Third Party Administrators to automate process of data collection and analysis
Schedules and attends client meetings for prospects and existing clients
Maintains client and due diligence files
Records notes at meetings and prepares minutes for various investment committees
Prepares investment reviews using Morningstar, RPAG & FiRM software
Prepares investment committee meeting materials and booklets
Assists in completing plan applications, plan document review, and plan implementation
Assists auditors with Form 5500 preparations and data collection
Assists vendors with year-end testing data collection
Assists with or conducts participant enrollment meetings
Supports the 401(k) department with general industry knowledge
Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability
Assists in resolving plan issues that result from plan failures or poor participation
Completes Request for Proposals
Generally manages complex plans with over $10 million in assets and over 100 participants
Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned.