Note: The job is a remote job and is open to candidates in USA. Prime Pensions, Inc. is a company focused on providing pension consulting services. They are seeking a Consultant to generate new business, maintain client relationships, and develop a referral network while ensuring compliance and client satisfaction.
Responsibilities
- Serve as primary client contact; handling client phone calls, written correspondence, resolving problems and questions and provide employee presentations when requested
- Deliver Annual Reports as necessary
- Review invoice accuracy
- Ensure all information (i.e., trust information, census and other documents) received from the client is complete, on time and forwarded to appropriate department. Request additional/missing information from client as needed
- Review plans for appropriate design and make plan design recommendations to client as necessary
- Contact client regarding fee collections when client does not respond to current billing system
- Ensure compliance of filing deadlines
- Document client conversations under Notes tab in APC Gold
- Review aging reports, make follow-up calls and send letters per follow-up procedure
- Educate client about APC functions and timelines
- Sell new plans and acquire takeover clients
- Generate new referral sources and market existing referral sources
- Meet established budgeting/marketing goals
- Maintain satisfactory attendance hours both on and off-site to ensure completion of all responsibilities
- Maintain technical expertise to perform the above duties
- Other duties may be assigned
Skills
- Three years in pension or related financial services industry
- Minimum of one year sales experience
- Able to travel independently to client sites. (Valid driver's license and proof of insurance required at all times)
- Ability to travel and work beyond normal business hours
- Knowledge of effective sales tactics and techniques
- Knowledge and proficiency in Microsoft Office, predominantly Word and Excel applications preferred
- Knowledge of relevant pension plans
- Excellent communication skills (written and verbal)
- Excellent math, analytical and organizational skills
- Ability to develop and deliver client sales presentations
- Ability to interpret complex technical literature
- Ability to meet sales goals
- Ability to work independently with little supervision
- Ability to speak, read and write in English
- Ability to concentrate
- College degree in Business Administration, Finance, Marketing or related field preferred or equivalent professional experience
Company Overview