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Posted: Thursday, January 4, 2018 8:26 PM

Job Description:/h3:
Retirement Plans (RP) Specialist
The position will be responsible for managing and coordinating efforts to aggregate and maintain retirement plan data through the use of third:party technology. Additionally the core of your essential duties will be to provide advisors with guided professional support. The RP Specialist will serve as the liaison on all retirement plan product requests.
Responsibilities:
* Act as the platform expert to support advisors and home office associates when questions and issues arise.
* Coordinate the initial and ongoing aggregation of retirement plan data with a third:party technology platform.
* Work with internal and product provider marketing resources to promote the platform.
* Assist advisors in responding to retirement plan sponsor requests for proposals (RFPs).
* Identify and assess what is worth adding or maintaining on the platform.
* Understand the platform product features, benefits, compensation schedule, and operating model to maximize business value and achieve business goals.
* Act as the relationship manager to coordinate selling agreements and amendments.
* Other Duties as Assigned

Required Knowledge and Skills:
:College degree in a related field
:5+ years experience with retirement plans
:FINRA Series 6 or 7 license and FINRA Series 63/65 or 66 license
:Strong understanding of Investment Education
:Computer Efficient: Including Excel
:Analytically skilled
Characteristic Qualifications
* Intellectual
* Creative
* Strategic
* Organized
* Motivated
* Personable

Company Description:/h3:
Large Insurance based firm with multiple locations in the US. The organization has been around for over 100 years and has excellent benefits and longevity.

Source: https://www.tiptopjob.com/jobs/76795939_job.asp?source=backpage


• Location: Atlanta

• Post ID: 89207062 atlanta
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