Retirement Plan Consultant

Gallagher•Rolling Meadows, IL

About The Position

At Gallagher Benefit Services, the Retirement Plan Consultant partners with organizations on people-related decisions and helps clients build supportive, empowering workplaces. The role specializes in consulting for assigned client accounts and day-to-day account management for accounts of low to moderate complexity. It works closely with Sales on fee-based service pricing and the transition of new clients after a sale. The consultant develops client relationships, reviews key deliverables, supports retention goals, assesses and prioritizes client needs, and contributes to project work. The role operates with substantial autonomy under the instruction of more senior staff and may lead smaller projects. Travel is required (25%).

Requirements

Bachelor's degree or equivalent from a four-year college or technical school; alternatively, five years of related experience and/or training, or an equivalent combination of education and experience.
Three years of related experience in professional services businesses.
Experience in defined contribution plan design, governance, compliance, and administration.
Excellent oral and written communication, organizational, negotiation, and time-management skills.
Working knowledge of Microsoft Office Suite.
Ability to use sound judgment in client interactions, anticipate needs, and proactively identify opportunities.
Ability to work under deadline pressure and manage multiple priorities and deadlines.
High degree of business technology awareness and understanding of its applications to workplace efficiencies.
Ability to handle large, long-term projects and manage the details of everyday tasks.
Ability to travel; travel required is 25%.

Nice To Haves

Master's degree or professional certification.

Responsibilities

Anticipate internal or external business challenges and regulatory issues, and recommend process, product, or service improvements.
Work with Sales to prepare and negotiate fee-based pricing and transition new clients after the sales process.
Provide consulting services and day-to-day account management for assigned accounts of low to moderate complexity.
Build, expand, and strengthen relationships with existing clients at all levels.
Review and approve key client deliverables.
Work toward retention goals for assigned accounts.
Assess and prioritize client needs in a timely manner, identify their critical needs, and set and communicate realistic expectations.
Collaborate on project teams to achieve milestones and objectives.
Support key projects and potentially lead smaller projects.