Fort Washington Investment Advisors, Inc. · 15 hours ago
Sales & Installation Coordinator
US-OH-CINCINNATI
Full-time
Onsite
New Grad, Entry LevelFort Washington Investment Advisors, Inc. is a company focused on business development and sales within the Retirement Services Department. The Sales & Installation Coordinator is responsible for producing proposals, installing retirement plans, and providing client service throughout the sales and installation process.
Financial Services
Responsibilities
Analyzes the appropriate plan design and product under the direct supervision of the sales consultant. Prepares qualified retirement plan proposals with assistance from sales associates
Provides technical support to sales consultant during the sales and installation process
Operates document and valuation software programs (Datair and Corbel). Ensures plans are in compliance with all federal and state legislations during the design and installation phases
Keeps all plan documents in compliance. Maintains current IRS model amendments
Successfully installs retirement plans within the required timeframe
Develops and monitors the installation process, manages agreed upon deliverable dates and time tables, and coordinates internal and external resources during the installation process
Monitors the internal and external investment setup to ensure record-keeping requirements are met
Assists sales consultant with regard to plan establishment and overall objectives with all parties, producers, Trustees, CPAs and attorneys on installation and technical issues
Prepares all documentation related to plans and contracts including plan level, participant level and product level requirements
Coordinates with administration during installation process to ensure smooth transition from proposal to installation to ongoing administration services
Performs other duties as assigned
Complies with all policies and standards
Qualification
Required
Bachelor's Degree In business or related field, or commensurate work experience
Proven experience handling and effectively resolving customer problems. Must provide examples of strong customer service skills
Demonstrated experience working effectively with a team
Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs between internal and external client groups and external customers in a clear, focused and concise manner. This would include strong telephone communication and etiquette skills
Proven strong analytical skills, including demonstrated experience identifying and quantifying problems, and providing effective resolutions
Cites examples of good decision-making skills when dealing with multiple alternatives
Working knowledge of Microsoft Office Suite applications, including Excel, Word and PowerPoint
Successful completion of ASPPA RF Modules within 1 Year
Preferred
ASPPA, NIPA or paralegal coursework desired
Preferred knowledge of the life insurance/annuity industry
Demonstrated knowledge of accounting, business law or pensions by specific coursework or prior work history
Pension designation within two-three years is preferred
Company
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc.
Founded in 1990
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Maribeth Rahe
President & CEO
Amy L. Mickey
Executive Assistant to the President & CEO
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