The Benefits/Retirement Consultant will be responsible for assisting the organization with servicing their clients in the areas of retirement plans, benefits and other add-on products. The role will involve analyzing retirement plan offerings and determining the best solution to recommend to clients. This is the analytical piece that is created for the salesperson to deliver in their presentations with clients.
Skills, Characteristics, and Aptitudes required:
Four year Business degree with an emphasis in finance, accounting, or business admiration is preferred
Prioritization skills; able to manage multiple time-sensitive tasks simultaneously
Strong proficiency with Microsoft Excel, Word, PowerPoint (helpful) as well as the ability to design spreadsheets using graphing functions, formulas, and linking cells
Attention to detail
Superior oral and written communication skills
Self-motivated and ability to work both independently and with others
Positive attitude and a team player
3-5+ years experience in a finance related industry
4-year business degree (Accounting or Finance)
The ability to work well in a team environment, and great presentation skills.
Interested candidates are encouraged to email their information to: firstname.lastname@example.org with Attn: GTW-CMC in the subject line or call Gabby at 952-926-4200. Thank you!