Retirement Plan Support Specialist

Job description

The Retirement Plan Support Specialist plays a crucial role in supporting the Retirement Plan Advisors team. This position is responsible for providing comprehensive sales and service support, from prospecting and building compelling new business presentations to ensuring seamless client onboarding and ongoing service. This role requires a detail-oriented individual who can understand plan investments, fees, and design. How you’ll spend your time: - Prepare detailed analyses and proposals for prospective clients by gathering and interpreting plan sponsor investment and current fee data to create pricing, profitability, and benchmarking comparisons. - You will provide administrative support, including activities with third-party recordkeepers, the distribution of recurring plan investment reviews, and assisting in resolving client requests. - Responsible for the overall customer experience of the virtual education websites; ensuring ease of use and access, up-to-date information, and branding. - You will analyze target markets and identify potential new business opportunities, using tools such as Free ERISA, Larkspur, providing constructive feedback to sales team. - Maintains benchm...