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Ameritas · 12 hours ago

Lead Transition Consultant - Retirement Plans

United States

Full-time

Remote

Mid, Senior Level

$32/hr - $53/hr

3+ years exp

Ameritas is an insurance, financial services, and employee benefits provider. The Lead Transition Consultant serves as the primary liaison during the plan installation and conversion, developing and maintaining professional relationships to ensure a smooth transition from sale to service.

Financial ServicesInsurance

No H1B

Responsibilities

Develop relationships with plan sponsors, financial professionals, & TPAs

Coordinate the transfer of plan assets, generate affiliated notices, and direct allocation of transferred assets

Support and coordinate with the sales team for assigned region

Advocate the implementation process to internal and external parties including but not limited to associates, financial professionals, TPAs, and clients

Own timely, professional, and accurate resolutions to client concerns, questions, and problems possibly during high stress situations

Drive client service initiatives including process improvement to enhance client experience

Maintain risk awareness and regulatory knowledge

Coordinate changes required by the compliance team based on legally required changes

Allocate and verify asset transfers ensuring money has been allocated appropriately and balances are correct

Ensure smooth transition for on-going service through conversion of plan to the client service team(s)

Qualification

Retirement plans experienceLegal requirements knowledgeRetirement plans implementationASPPA certificationCoaching experienceClient service initiativesRelationship development