Who we are:
A Fortune 500 financial services corporation, with a heritage spanning nearly a century and a half, specializes in a comprehensive suite of investment, insurance, and retirement solutions. Catering to a diverse clientele that ranges from individual investors to corporate entities, the firm is dedicated to forging partnerships that prioritize financial prosperity and security. Through a commitment to innovation and customization, it empowers clients to achieve their financial aspirations both today and, in the years, to come.
Job Purpose
Responsible for marketing and selling consulting services to both internal and external clients. Build and maintain strong relationships to stay aligned with client needs and expectations. Support delivery of complex solutions, provide strategic insight, bring in relevant consulting resources, and contribute to the development and promotion of consulting capabilities as needed.
Essential Functions
Regular and predictable attendance is required.
| Description | % of Time Spent |
|---|---|
| Support business development by contributing to proposals and presenting at meetings with prospects and existing clients. | 10% |
| Handle sensitive client communications and high-stakes situations, including negotiations and decision-making on complex business matters, with awareness of broader impacts. | 20% |
| Maintain deep technical and industry expertise. Lead and manage consulting projects, ensuring quality outcomes and effective relationship management. Use communication strategies that promote understanding and collaboration. Leverage technology to improve client interactions. | 20% |
| Build relationships with plan sponsors at all organizational levels, including executive leadership and internal teams, to ensure consulting services align with evolving needs. | 10% |
| Engage with clients proactively, meeting service level expectations. Manage timelines, deploy resources, and ensure timely project completion. | 10% |
| Represent the organization at industry events and through thought leadership (e.g., speaking, writing, participation in professional groups). | 10% |
| Maintain strong knowledge of company products and services to assist with problem-solving and offering comprehensive client solutions. Identify opportunities to connect clients with additional services. | 5% |
| Train, mentor, and support consulting staff. Manage team goals, priorities, and resource allocation. May include supervisory responsibilities. | 5% |
| Partner with internal and external teams to deliver a high-quality consulting experience. Adapt communication in sensitive situations to achieve shared understanding. | 5% |
| Seek and develop opportunities to deliver high-value services and reinforce the organization’s role as a trusted advisor. | 5% |
| This role requires a satisfactory motor vehicle driving record. | Included above |
Qualifications
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Bachelor’s degree or equivalent experience required
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12+ years of experience in retirement, ERISA, or employee benefits
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FINRA registration may be required
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Background in banking, law, accounting, or consulting preferred
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Proven ability to apply technical knowledge to deliver and market consulting services
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Industry credentials/designations preferred
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Strong consulting, negotiation, presentation, and communication skills
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Must be strategic, proactive, and adaptable
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Travel required up to 50%
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.