Retirement Plan Consultant
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
Position Summary:
Key Responsibilities:
- Builds, expands, and solidifies relationships with existing clients at all levels within the company.
- Has retention goals for assigned group of accounts.
- Assess and prioritizes client needs in a timely manner.
- Identifies and helps clients to focus on their most critical needs.
- Sets and communicates clear and realistic expectations.
- Reviews/approves all key client deliverables.
- Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process.
- Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements.
- Collaborates and contributes to project teams to achieve milestones and objectives.
- Works with a large degree of autonomy under the instruction of more senior staff. Will support on key projects and may lead smaller projects.
Requirements:
- Bachelor’s degree or equivalent from four-year College or technical school, or five years related experience and/or training, or equivalent combination of education and experience.
- 3 years related experience in professional services businesses.
- Excellent oral, written communication, organizational skills, negotiation and time management skills.
- Experience in defined contribution plan design, governance, compliance, and administration.
- Working knowledge of Microsoft Office Suite.
- Travel required (25%).
Preferred:
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Master’s degree or professional certification preferred.
Work Traits:
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Use of sound judgment of all client interactions.
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Exhibits strong ability to anticipate needs and proactively seek to identify new opportunities.
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Ability to work under the pressure of deadlines.
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High degree of business technology awareness and its applications to workplace efficiencies.
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Ability to manage multiple priorities and deadlines.
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Effectively handle large, long-term projects as well as manage the details associated with everyday tasks.
U.S. Eligibility Requirements:
- Interested candidates must submit an application and resume/CV online to be considered.
- Are you 18 years of age or older or can you demonstrate legal capacity to enter a contract?.
- Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
- Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization.
- Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure.
Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.
Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.#LI-PF1
Please Note:
Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.