Consultant

PRIME PENSIONS INC•Chico, CA

3d•Hybrid

About The Position

The Retirement Plan Consultant is responsible for generating new business through new plan sales and takeovers, creating and maintaining a clientele within the APC system, and developing and maintaining a referral network of CPA's, Financial Planners, Brokers and Attorneys. This role involves interacting with clients, advisors, and APC's internal support staff to service clients effectively. The position requires maintaining technical expertise, meeting sales goals, and ensuring client satisfaction.

Requirements

Three years in pension or related financial services industry.
Minimum of one year sales experience.
Able to travel independently to client sites. (Valid driver's license and proof of insurance required at all times)
Ability to travel and work beyond normal business hours.
Knowledge of effective sales tactics and techniques.
Knowledge and proficiency in Microsoft Office, predominantly Word and Excel applications preferred.
Knowledge of relevant pension plans.
Excellent communication skills (written and verbal).
Excellent math, analytical and organizational skills.
Ability to develop and deliver client sales presentations.
Ability to interpret complex technical literature.
Ability to meet sales goals.
Ability to work independently with little supervision.
Ability to speak, read and write in English.
Ability to concentrate.

Nice To Haves

College degree in Business Administration, Finance, Marketing or related field preferred or equivalent professional experience.

Responsibilities

Serve as primary client contact; handling client phone calls, written correspondence, resolving problems and questions and provide employee presentations when requested.
Deliver Annual Reports as necessary.
Review invoice accuracy.
Ensure all information (i.e., trust information, census and other documents) received from the client is complete, on time and forwarded to appropriate department. Request additional/missing information from client as needed.
Review plans for appropriate design and make plan design recommendations to client as necessary.
Contact client regarding fee collections when client does not respond to current billing system.
Ensure compliance of filing deadlines.
Document client conversations under Notes tab in APC Gold.
Review aging reports, make follow-up calls and send letters per follow-up procedure.
Educate client about APC functions and timelines.
Sell new plans and acquire takeover clients.
Generate new referral sources and market existing referral sources.
Meet established budgeting/marketing goals.
Maintain satisfactory attendance hours both on and off-site to ensure completion of all responsibilities.
Maintain technical expertise to perform the above duties.
Other duties may be assigned.