[Remote] Retirement Plan Consultant

Note: The job is a remote job and is open to candidates in USA. Gallagher hires a Retirement Plan Consultant to provide consulting and day-to-day account management for assigned client accounts. The role builds client relationships, supports retention, reviews deliverables, and helps address client needs and plan-related challenges.

Responsibilities

• Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of low to moderate complexity
• Builds, expands, and solidifies relationships with existing clients at all levels within the company
• Has retention goals for assigned group of accounts
• 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
• Collaborates and contributes to project teams to achieve milestones and objectives
• Works with a large degree of autonomy under the instruction of more senior staff
• Will support on key projects and may lead smaller projects
• Assess and prioritizes client needs in a timely manner

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
• 3 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
• 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
• Master's degree or professional certification preferred

Benefits

• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact
• Fully remote work

Company Overview