Sales & Installation Coordinator

Western & Southern Financial Group•Cincinnati, OH

9d•Onsite

About The Position

Is responsible for producing timely and accurate proposals, and installation of qualified retirement plans while supporting the sales function of the Retirement Services Department. Also responsible for providing client service through the sales and installation process.

Requirements

Bachelor's Degree In business or related field, or commensurate work experience.
Proven experience handling and effectively resolving customer problems. Must provide examples of strong customer service skills.
Demonstrated experience working effectively with a team.
Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs between internal and external client groups and external customers in a clear, focused and concise manner. This would include strong telephone communication and etiquette skills.
Proven strong analytical skills, including demonstrated experience identifying and quantifying problems, and providing effective resolutions.
Cites examples of good decision-making skills when dealing with multiple alternatives.
Working knowledge of Microsoft Office Suite applications, including Excel, Word and PowerPoint.
Successful completion of ASPPA RF Modules within 1 Year

Nice To Haves

ASPPA, NIPA or paralegal coursework desired.
Preferred knowledge of the life insurance/annuity industry.
Demonstrated knowledge of accounting, business law or pensions by specific coursework or prior work history.
Pension designation within two-three years is preferred.

Responsibilities

Analyzes the appropriate plan design and product under the direct supervision of the sales consultant.
Prepares qualified retirement plan proposals with assistance from sales associates.
Provides technical support to sales consultant during the sales and installation process.
Operates document and valuation software programs (Datair and Corbel).
Ensures plans are in compliance with all federal and state legislations during the design and installation phases.
Keeps all plan documents in compliance.
Maintains current IRS model amendments.
Successfully installs retirement plans within the required timeframe.
Develops and monitors the installation process, manages agreed upon deliverable dates and time tables, and coordinates internal and external resources during the installation process.
Monitors the internal and external investment setup to ensure record-keeping requirements are met.
Assists sales consultant with regard to plan establishment and overall objectives with all parties, producers, Trustees, CPAs and attorneys on installation and technical issues.
Prepares all documentation related to plans and contracts including plan level, participant level and product level requirements.
Coordinates with administration during installation process to ensure smooth transition from proposal to installation to ongoing administration services.
Performs other duties as assigned.
Complies with all policies and standards.