Retirement Plan Consultant

Arthur J. Gallagher • El Paso, TX

317d • $58,500 - $114,000 • Remote

About The Position

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply.

Requirements

• Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience.
• 3 years related experience in professional services businesses.
• Excellent oral, written communication, organizational skills, negotiation and time management skills.
• Experience in defined contribution plan design, governance, compliance, and administration.
• Working knowledge of Microsoft Office Suite.
• Travel required (25%).

Nice To Haves

• Master's degree or professional certification preferred.

Responsibilities

• Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of low to moderate complexity.
• Builds, expands, and solidifies relationships with existing clients at all levels within the company.
• Has retention goals for assigned group of accounts.
• Assess and prioritizes client needs in a timely manner.
• Identifies and helps clients to focus on their most critical needs.
• Sets and communicates clear and realistic expectations.
• Reviews/approves all key client deliverables.
• Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process.
• Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements.
• Collaborates and contributes to project teams to achieve milestones and objectives.
• Works with a large degree of autonomy under the instruction of more senior staff.
• Will support on key projects and may lead smaller projects.

Benefits

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance.
• 401(K) and Roth options.
• Tax-advantaged accounts (HSA, FSA).
• Educational expense reimbursement.
• Paid parental leave.
• Digital mental health services (Talkspace).
• Flexible work hours (availability varies by office and job function).
• Training programs.
• Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing.
• Charitable matching gift program.

What This Job Offers

• Job Type: Full-time
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree