Cultivate and enhance long-term relationships for Retirement accounts, ensuring client loyalty, as well as retention of clients and plan assets.
Location: Hiring for this position is located in Dubuque, IA. Full-time remote candidates will also be considered.
Maintain and enhance relationships with Clients, Financial Advisors, and Partners by providing engaging on-going service; serve as the primary point of contact for all assigned Clients, Financial Advisors, and Partners.
Create and execute plan enhancements via plan design consultations for full service compliance customers.
Address and resolve plan compliance, regulatory and operational issues in conjunction with the TPA and Advisor, if applicable.
Partner with Client and Advisor in the development and execution of participant engagement strategies; support plan participant meetings when necessary.
Identify client needs and proactively propose value add services; introduction and rollout of new products and services offered by American Trust Retirement.
Coordinates strategic business and communication planning while balancing client needs, opportunities for relationship enhancement and profitability
Prepare and deliver Annual Service Reviews where appropriate, including presenting at on-site meetings when necessary.
Review all accounts in accordance with department standards.
Adhere to team individual service and retention goals.
Other duties as identified and assigned by Management.
Travel as required to satisfy the needs of key advisor, TPA and sponsor relationships.
Skills & Qualifications:
Minimum of 5 years applicable experience or comparable industry designation.
Knowledge of employee benefits, 401(k) plans and ERISA law.
Exceptional communication and presentation skills.
Ability to work effectively in a team environment and manage multiple tasks.
Demonstrate creative problem-solving skills, confidence, and executive presence in external and internal