Partner Strategic Sales Support Specialist - Bilingual

401K Generation • Altamonte Springs, FL

222d • Remote

About The Position

401K Generation is a Registered Investment Advisory firm providing financial and fiduciary services to employer sponsored 401(k) plans and private wealth management services to individuals. As a 3(16) Plan Fiduciary, we manage the day-to-day administrative tasks for 401(k) plans nationwide. We are committed to helping individuals prepare for their financial future and relieving businesses across America of the administrative burdens of a 401(k) plan. We hold ourselves accountable and pride ourselves on delivering uncomplicated and innovative retirement plan solutions. This dynamic, fast-growth company is seeking a Partner Strategic Sales Support Specialist - Bilingual to join our team and grow with us.

Requirements

• Bachelor's Degree or equivalent work experience required.
• Minimum 5 years' experience in a client support role and 3 years' experience in a sales support role required.
• Experience in managing key accounts/relationships.
• Ability to effectively work with sales teams.
• Demonstrated record of meeting individual objectives.
• Strong interpersonal, presentation, and persuasion skills.
• Excellent collaboration, organizational, time management, customer service and problem-solving skills.
• Strong focus on customer service.
• Exceptional verbal, written and visual communication skills in English and Spanish.
• Ability to communicate effectively to all levels of internal and external contacts verbally and in writing.
• Ability to maintain cooperative working relationships with all levels.
• Ability to work both independently and as part of a team.
• Strong client relationship building skills.
• Ability to recognize basic procedural issues as they arise and escalate to the appropriate level.
• Must be authorized to work in the US.
• Must be able to pass a criminal background check.

Responsibilities

• Promote and ad to the company's core values; Accountability, Communication, Commitment, Service Excellence, Integrity, and Collaboration.
• Coordinate and manage enrollment meeting scheduling, including rescheduling no-shows and maintaining accurate tracking records in CRM.
• Process and manage various participant level forms efficiently to ensure compliance and record accuracy.
• Handle enrollment materials, ensuring timely distribution and proper documentation.
• Conduct initial participant outreach via email, providing a warm welcome and distributing essential documents.
• Assist in setting up access to recordkeeping website.
• Provide client support by facilitating requests, processing necessary paperwork, and addressing inquiries.
• Assist in creating service agreements for new clients opting into additional services.
• Prepare and refine presentations to support client meetings before the scheduled time slot.
• Conduct post-enrollment follow-ups with clients to address outstanding questions or concerns and ensure a seamless experience.
• Collaborate with internal teams to ensure smooth implementation and administration.
• Maintain and update client records to ensure accuracy and compliance with regulatory requirements.
• Support the partner sales teams, including Spanish translation with prospective clients.
• Ensure partner sales teams are updated on all communication and issues with their prospects from pre-sale to 90 days post effective date.
• Follow escalations through to resolution.
• Assist with the conversion process by scheduling conversion meetings, managing the conversion email box, ensuring blackout notices are sent, and keep sales rep updated regarding any concerns or delays.
• Increase participation by facilitating enrollment meetings, educating potential participants on all aspects of their plan in English and Spanish.
• Conduct post 90 day service call handing off client to client support team.
• Create and increase credibility by demonstrating knowledge of 401(k) plans including plan design, regulations, and compliance.
• Document each customer interaction with proper internal/external documentation in CRM.
• Ensure client calls are conducted over a recorded line.
• Role model outstanding customer service.
• Build inter-departmental relationships.
• Offer solutions to meet or exceed customer expectations.
• Ability to consistently meet KPI's and SMART Goals including quota.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Personal and Laundry Services
• Education Level: Bachelor's degree