[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 client accounts of low to moderate complexity. The role builds client relationships, supports retention, reviews client deliverables, and helps clients address needs related to defined contribution plans.

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