Retirement Services Account Executive

Newfront

2d•$82,600 - $129,000•Hybrid

About The Position

This position is responsible for development, communication, and service needs for our Clients, and for retaining high-touch, complex accounts through robust relationship management. Newfront's Retirement Services team is among the best in the country, providing advisory services to some of the Bay Area's fastest growing companies. Our team prides itself on enabling each team member to grow and advance in their role and within the organization. Our team also encourages and supports each team member to get involved in corporate and community initiatives unrelated to the role itself. Working in this role means working in a fast-paced environment and collaborating with the team to provide unique and tailored solutions for our client’s retirement plan offering. We pride ourselves on our flexibility and ability to customize everything we do for our clients. Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs to our clients so they can focus on building success.

Requirements

Minimum of 7+ years of relevant experience is required.
High level of integrity and ethical standards, maintaining confidentiality and handling sensitive client information appropriately.
Superior sense of urgency; Demonstrate ability to take initiative, identify areas for improvement, and take necessary actions to drive results.
Excellent communication skills both verbal and written. Ability to communicate across stakeholders and levels. Excel at taking complex concepts and articulating simply.
Strong project and task management skill set with an ability to prioritize.
Exceptional time management skills and the ability to navigate demanding schedules, priorities and high volumes.
Strong ability to partner and collaborate with peers and leaders.
Proficient with MS Office and other productivity tools. Be tech forward with a willingness to innovate, disrupt, and learn new tools.
Thrive at working in a fast-paced environment.
Adaptable and flexible, capable of pivoting in response to changing priorities and needs. Excellent at multi-tasking and ability to meet deadlines.
Have a growth mindset and be a continuous learner. Have a passion for retirement and a desire to stay abreast of industry developments.
Ability to forge relationships and build trust with clients, carriers and internal stakeholders.
Maintain knowledge of major industry components by reading industry publications and attending conferences.

Nice To Haves

General understanding of retirement plan design, features, and best practices.
General understanding of retirement plan laws and regulations, retirement plan annual compliance testing, and Form 5500 filings.
Experience consulting on impact of corporate mergers and acquisitions on retirement plans.
CFA, CFP, QKA, other financial designations a plus.
Series 65 License (preferred or completed within 1 month of start date).

Responsibilities

Deliver best in class client service
Independently manage a minimum of fifty(50) accounts. Anticipate client needs. Drive retention and identify opportunities for up-sell.
Build strong relationships with primary client contacts. Ensure day-to-day needs are met.
Prepare and conduct regular plan reviews with clients. Partner with producer to define agendas; coordinate required materials.
Take ownership for accuracy and completeness of overall client documentation (ex: meeting minutes, amendments, etc). Ensure timeliness.
Elevate the end-to-end client experience
Lead client presentations, understanding the various buyers and personalities in the room to lead the discussion productively, flexing as needed.
Manage client project plans and lead client calls. Coordinate vendor, internal, and client resources to ensure successful operation of retirement plans, including plan amendments, plan operations, and compliance tasks
Take ownership of situation and exercise discretion in determining the appropriate escalation protocol.
Be a master collaborator: Collaborate cross functionally to ensure successful execution of client deliverables and target Service Level Agreements (SLAs). Be a team player and contribute to a culture of growth.
Proactively identify challenges and opportunities for improvement. Develop and implement strategies to optimize team performance and achieve client success.
Collaborate with other Account Executives on improvements to elevate clients' experience. Share best practices and ways to contribute to team success.
Keep your finger on the pulse of the retirement industry
Work with vendors to stay current and strategic regarding services, pricing, capabilities, etc.
Other duties and/or responsibilities may be assigned.