Working to protect what matters most throughout the world.
Senior Retirement Plan Consultant
Location
United States
Posted
2 days ago
Salary
0
Seniority
Senior
No structured requirement data.
Job Description
Senior Retirement Plan Consultant
Gallagher
Role Description 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. - Assesses 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. Qualifications - Required: 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%). - Preferred: Master's degree or professional certification preferred. Requirements - Use of sound judgment of all client interactions. - Exhibits strong ability to anticipate needs and proactively seek to identify new opportunities. - Ability to work under the pressure of deadlines. - High degree of business technology awareness and its applications to workplace efficiencies. - Ability to manage multiple priorities and deadlines. - Effectively handle large, long-term projects as well as manage the details associated with everyday tasks. Benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of 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. - And more...
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