Service Representative for Retirement Plan Business

Growth Potential - Competitive Salary - Attractive Benefits

The position will play an integral role in supporting our 401k plan sponsors with exceptional service. 

You are a prospective fit for this role if…..
    You’re constantly curious, always asking “why,” connecting the dots, and seeking to solve problems
    You are obsessed with details, organization, and order
    You can work autonomously and collaboratively
    You have excellent oral and written communication skills
    You have confidence in a variety of settings.  Being able to hold your own, think on your feet, and answer questions directly
    You are trustworthy, committed to confidentiality, and show unparalleled integrity
    You are discerning, can judge situations with contemplation, and can read people with clarity
    You have a passion for managing an overall positive client experience through ongoing administrative support
    You are dedicated to continuous improvement and efficiency, you possess a knack for maximizing time, prioritizing tasks, and streamlining processes
    Committed to professional development (licensing, IL Life & Health Insurance License, registration, Series 7 and Series 63, designations)
    You are a utility player who can pivot between different areas of support

Bonus points for……
    2 years or more of experience in the financial industry or 401k field
    Bachelor’s Degree in business related field preferred
    Broad knowledge and experience with MS Office applications such as: Word, Excel, and Outlook
    Ability to assess client needs

Financial Representative Support 
•    Handle case notes, process correspondence and maintain client case files
•    File new statements, account forms and other insurance/investment-related materials 
•    Maintain financial representative’s calendar and schedule reviews, education meetings and follow ups
•    Answer and direct telephone calls as appropriate 
•    Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting
•    Communicate with numerous record keepers, third party administrators and fund families to supply or obtain information