[Remote] Lead Transition Consultant - Retirement Plans
Note: The job is a remote job and is open to candidates in USA. Ameritas is an insurance, financial services, and employee benefits provider. The Lead Transition Consultant serves as the primary liaison during the plan installation and conversion, developing and maintaining professional relationships to ensure a smooth transition from sale to service.
Responsibilities
• Develop relationships with plan sponsors, financial professionals, & TPAs
• Coordinate the transfer of plan assets, generate affiliated notices, and direct allocation of transferred assets
• Support and coordinate with the sales team for assigned region
• Advocate the implementation process to internal and external parties including but not limited to associates, financial professionals, TPAs, and clients
• Own timely, professional, and accurate resolutions to client concerns, questions, and problems possibly during high stress situations
• Drive client service initiatives including process improvement to enhance client experience
• Maintain risk awareness and regulatory knowledge
• Coordinate changes required by the compliance team based on legally required changes
• Allocate and verify asset transfers ensuring money has been allocated appropriately and balances are correct
• Ensure smooth transition for on-going service through conversion of plan to the client service team(s)
Skills
• Bachelor's Degree (preferably in business or finance) or equivalent combination of education and experience required
• 3 -5 of relevant retirement plans experience required including:
• Extensive knowledge of relevant complex legal requirements and contracts
• Retirement plans implementation experience
• MEP (multiple employer plan), PEP (pooled employer plan), and/or PEO (professional employer organization) experience desired
• Less than 2 years' experience coaching others
• QKA-Qyalified 401(k) Administrator or other ASPPA certification
Benefits
• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay
• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)
• Health Benefits: Medical, Dental, Vision
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)
• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program
• Matching donations program
• Paid volunteer time– 8 hours per month
• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support
Company Overview
• You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life. It was founded in 1887, and is headquartered in Lincoln, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is http://www.ameritas.com.
Apply Now
Apply Now
Responsibilities
• Develop relationships with plan sponsors, financial professionals, & TPAs
• Coordinate the transfer of plan assets, generate affiliated notices, and direct allocation of transferred assets
• Support and coordinate with the sales team for assigned region
• Advocate the implementation process to internal and external parties including but not limited to associates, financial professionals, TPAs, and clients
• Own timely, professional, and accurate resolutions to client concerns, questions, and problems possibly during high stress situations
• Drive client service initiatives including process improvement to enhance client experience
• Maintain risk awareness and regulatory knowledge
• Coordinate changes required by the compliance team based on legally required changes
• Allocate and verify asset transfers ensuring money has been allocated appropriately and balances are correct
• Ensure smooth transition for on-going service through conversion of plan to the client service team(s)
Skills
• Bachelor's Degree (preferably in business or finance) or equivalent combination of education and experience required
• 3 -5 of relevant retirement plans experience required including:
• Extensive knowledge of relevant complex legal requirements and contracts
• Retirement plans implementation experience
• MEP (multiple employer plan), PEP (pooled employer plan), and/or PEO (professional employer organization) experience desired
• Less than 2 years' experience coaching others
• QKA-Qyalified 401(k) Administrator or other ASPPA certification
Benefits
• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay
• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)
• Health Benefits: Medical, Dental, Vision
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)
• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program
• Matching donations program
• Paid volunteer time– 8 hours per month
• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support
Company Overview
• You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life. It was founded in 1887, and is headquartered in Lincoln, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is http://www.ameritas.com.
Apply Now
Apply Now