VP, Client Services - Plexus Financial Services
About The Position
The Plexus Groupe is looking for candidates who dream big! Do you enjoy working with best-in-class solutions? Do you want to be part of a company growing faster than ever? If so, then you will want to read on! We currently have an opening for a Vice President, Client Services within Plexus Financial Services (PFS) in our Deer Park, IL, headquarters office. POSITION SUMMARY: Through expert application of Client Service Management, develop and maintain effective ladder of relationships within client, prospect and intermediary organizations. Deliver appropriate level of service to optimize client satisfaction and loyalty while also meeting PFS business needs, specifically retention, cross sell, and overall revenue growth objectives. Act as key contributor to the PFS team, fostering internal relationships and participating in collaborative initiatives in support of Practice objectives. Experience with investment analytics, plan design, recordkeeping, employee education and fiduciary best practices are desired. Series 6, 63 and 65 are desired or obtained in short order. Through expert application of Strategic Account Management and Consultative Selling techniques, develop and maintain effective ladder of relationships within client, prospect and intermediary organizations. Deliver appropriate level of service to optimize client satisfaction and loyalty while also meeting PFS business needs, specifically retention, product positioning, cross sell, and overall revenue growth objectives. Act as key contributor to the team, fostering internal relationships and participating in collaborative initiatives in support of Practice objectives.
Requirements
- BA/BS degree or equivalent experience
- 7 -10 years of client management and/or retirement plan experience
- Complete understanding of retirement plan design, principles, processes and products
- High level understanding of the insurance sales and marketing process
- Must have advanced problem-solving capabilities
- Excellent verbal and written communication skills; must be able to explain complex issues, receive and interpret complex information, and respond appropriately
- Ability to plan, organize, prioritize, and direct business activities
- Self-motivated self-starter able to identify and tackle a variety of issues
- Ability to work independently as well as in co-ordination with other members of team
- High level knowledge of computer and word processing programs such as Microsoft Office Programs (Word, Excel, Outlook), loss forecasting software, agency management systems
- Series 63, 6 or 7, 65 or 66 or the ability to obtain in short order
Nice To Haves
- CRPC, AIF, QPFC, QKA/QPA designation(s) preferred
Responsibilities
- Assume responsibility and accountability for client relationships, including their satisfaction and retention
- Through research and relationship building, develop a deep understanding of assigned client’s objectives and industry, strategy, philosophy and needs around retirement programs
- Establish trust and credibility with key influencers at client organization, including but not limited to TPA’s, Attorneys and Trustees
- Own development and, with/through members of Practice and other internal teams, execution of targeted client-level strategies
- Responsible for successfully negotiating win/win outcomes around PFS fee, and other deliverables
- Understand P&L drivers for clients and present thoughtful case for P&L decisions
- Demonstrate executive presence and authority over subject matter in order to instill confidence in clients and influence successful outcomes
- Keeps appropriate information and history in CRM system and client folder
- Proactively keep Practice Leader informed of key activities with assigned clients
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
