Plan Service Representative

Bachelor’s degree from a four-year college or university
Five or more years of related experience or the equivalent combination of education and experience
Requires FINRA Series 6, 63, and 65 (or 7 and 66) along with applicable state licenses within 90 days of employment
Required experience in 401(k), 403(b), other Qualified and Non-Qualified Plans
Required experience in qualified retirement plan
Basic personal computer skills including Microsoft Word, Excel, PowerPoint and Outlook
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
Ability to write reports, business correspondence, and procedures
Ability to present information effectively and to respond to questions from groups of employees, managers, customers and the public
Must be a team player and willing to be flexible in a growing company
Obtain additional licensing and CE as needed to grow in the position. Ex. AIF

Provide consulting and investment advisory services for a specified block of company-sponsored retirement plans
Work directly with Plan Sponsors to help them effectively manage their Retirement Plan and continually position/sell the value of our advisory services and relationship
Assist in the selection, monitoring and replacement of investment options
Act as a liaison with Plan Vendors, regarding services and cost, to keep plans competitive overall
Deliver compliance guidance as a fiduciary in accordance with ERISA and other regulations
Assist with participant enrollment, and scheduled participant education meetings
Support efforts for conversion to new providers
Provide support and guidance for Mergers & Acquisition (M&A) and due diligence efforts
Manage Requests for Proposal (RFPs)
Identify and cross sell opportunities as client needs arise.