Retirement Service Consultant

Job Summary

A company is looking for a Retirement Service Consultant.

Key Responsibilities:

• Provide client service to partners, intermediaries, and plan sponsors
• Develop and maintain a detailed understanding of retirement plans and company products and services
• Deliver client satisfaction by resolving client issues and providing value-added consulting

Required Qualifications:

• Bachelor's degree or equivalent work experience
• Direct client experience and Retirement Services industry experience preferred
• Certification or working towards certification in industry-related studies program preferred
• Experience with financial services systems and plan recordkeeping
• Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents