Note: The job is a remote job and is open to candidates in USA. Gallagher Benefit Services is a trusted partner to organizations navigating important people decisions. They are seeking a Senior Retirement Plan Consultant who will specialize in consulting services and account management for client accounts, ensuring client needs are met and relationships are built.
Responsibilities
- Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of moderate to high complexity. Builds, expands, and solidifies relationships with existing clients at all levels within the company
- Has retention goals for assigned group of accounts. Assess and prioritizes client needs in a timely manner. Identifies and helps clients to focus on their most critical needs. Sets and communicates clear and realistic expectations. Reviews/approves all key client deliverables
- Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process
- Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements
- Contributes to the development of functional strategy. Leads project teams to achieve milestones and objectives. May supervise day-to-day work of junior level employees, but does not typically have formal management role
Skills
- Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience
- 5 years related experience in professional services businesses
- Excellent oral, written communication, organizational skills, negotiation and time management skills
- Experience in defined contribution plan design, governance, compliance, and administration
- Working knowledge of Microsoft Office Suite
- Travel required (25%)
- Master's degree or professional certification preferred
Benefits
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
Company Overview