Benefits Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and nurture long-term relationships with highly compensated executive participants

• Handle incoming calls and queries while also initiating proactive outreach

• Provide outstanding customer service and ensure consistent follow-up

• Organize participant meetings with Executive Planners and Benefits Planners

• Identify opportunities for broader financial planning discussions and enhance participant engagement

• Manage account servicing and transaction requests

• Educate participants regarding executive plan benefits and available options

• Investigate and resolve participant inquiries

• Collaborate with internal specialists on complex or specialized participant requirements, maintaining ownership until resolution

• Stay informed about executive benefits and supported plans

• Assist Executive Planners and Benefits Planners with financial planning tasks, meeting coordination, participant servicing, and administrative support

• Keep accurate participant records in line with company policies and compliance standards

• Record participant interactions, service requests, follow-up activities, and planning prospects in CRM and record-keeping systems

• Work with planners and internal service and specialist teams to ensure a coordinated, white-glove participant experience

⛳️ Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline

• At least 3 years of experience in financial planning or wealth management

• FINRA Series 7 registration

• NASAA Series 63 registration

• FINRA Fingerprinting is required

• Understanding of financial wellness and investment management strategies

• Strong client relationship management and customer service abilities, including direct engagement with high-net-worth, highly compensated, or executive clients

• Capability to research and address account servicing and transaction-related inquiries while collaborating with internal partners

• Excellent verbal and written communication, organizational, problem-solving, and follow-through skills

• Familiarity with executive benefit plans, retirement plans, or executive compensation structures

• Applicants must have authorization to work for any employer in the U.S.

• No employment visa sponsorship or takeover of sponsorship, including CPT/OPT

• Reliable high-speed internet with a wired connection and a minimally disruptive home workspace

• Dependable fiber, cable, or DSL internet connection

🏝️ Benefits

• Medical, dental, vision, and life insurance

• 401(k) plan with generous company matching contributions (up to 6%)

• Financial advisory services

• Potential company discretionary contribution

• Extensive investment lineup

• Tuition reimbursement up to $5,250/year

• Business-casual environment, including the option to wear jeans

• Generous paid time off upon hire

• Ten paid company holidays and three floating holidays each calendar year

• Paid volunteer time — 16 hours per calendar year

• Paid parental leave

• Paid short- and long-term disability

• Family and Medical Leave (FMLA)

• Business Resource Groups (BRGs)

• Flexible work environment

• Other necessary computer equipment provided for remote and hybrid positions