Pension Consultants, Inc

You:

Feel the financial industry needs a good cleaning

Believe getting the little things right leads to getting the big things right

Take responsibility and own your successes and mistakes

Enjoy the process of pursuing excellence as much as the results

We:

Relentlessly pursue improving the financial security of the American worker

Are performance driven

Believe professionalism requires bold and complete transparency

Care more about your talent, values, and performance than your experience

Overall Purpose:

Essential Functions: 

• Build and maintain key relationships with fiduciary committees for the retirement plans we serve. 
• Effectively utilize resources available (internal experts, materials, etc) to consistently communicate our uncommon offering and its advantages over our competitors. 
• Ensuring CRM is updated with changes to fiduciary committees 
• Ensure all services are delivered on time and always with the highest level of excellence 
• Achieve and maintain an established target for Net Promoter Score (NPS) 
• Passing referral leads to the sales team 
• Passionately pursue the Purpose of the firm and live our Core Values 
• Ability to travel 1 -2 nights (for in-person quarterly client meetings, appx. 2 trips per quarter).

The above statements are intended to describe the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities and qualifications required of the employee assigned to this job. 

Talents: 

Striving Talents 

• Service: A drive to be of service to others  Thinking Talents 

• Problem Solving: An ability to think things through with incomplete data  Relating Talents 

• Empathy: An ability to identify the feelings and perspectives of others  Skills & Abilities: 

• Excellent written and verbal communication skills 
• Ability to present in front of large and small group settings 
• Ability to establish credibility and create rapport with C level executives, ability to lead clients 
• Well organized and process oriented  Knowledge, Experience & Education 

• Bachelor’s degree in finance, economics, business or related field required 

3+ years of relationship management experience 

About Pension Consultants, Inc.

Pension Consultants, Inc. is committed to providing superior plan performance of the key drivers in retirement readiness so our clients can make a positive impact in the lives of participants. Since 1994, we have been offering in-depth, unconflicted advice on every aspect of retirement plan management, and serve companies of all sizes in a variety of industries across the United States.

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