Lead Transition Consultant - Retirement Plans
$32.12/h-$53.01/h
Ameritasa month ago
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RemoteFull-timeMid
Summary
Ameritas is seeking a Lead Transition Consultant - Retirement Plans to join their team remotely in the USA. The role involves serving as the primary liaison during the installation and conversion of retirement plans.
About the Role
As a Lead Transition Consultant, you will develop and maintain professional relationships with financial professionals and clients, coordinate the transfer of plan assets, support the sales team, advocate the implementation process, resolve client concerns, drive client service initiatives, maintain regulatory knowledge, and ensure smooth transitions for ongoing service.
About You
Required:
- Bachelor's Degree (preferably in business or finance) or equivalent combination of education and experience.
- 3-5 years of relevant retirement plans experience including extensive knowledge of complex legal requirements and contracts.
Preferred:
- Retirement plans implementation experience.
- Experience with MEP (multiple employer plan), PEP (pooled employer plan), and/or PEO (professional employer organization).
- Less than 2 years’ experience coaching others.
- QKA-Qualified 401(k) Administrator or other ASPPA certification.
Benefits
- 401(k) Retirement Plan with company match and quarterly contribution.
- Tuition Reimbursement and Assistance.
- Incentive Program Bonuses.
- Competitive Pay.
- Flexible Hybrid work.
- Thrive Days - Personal time off.
- Paid time off (PTO).
- Health Benefits: Medical, Dental, Vision.
- Health Savings Account (HSA) with employer contribution.
- Well-being programs with financial rewards.
- Employee assistance program (EAP).
- Professional development programs.
- Leadership development programs.
- Employee resource groups.
- Matching donations program.
- Paid volunteer time – 8 hours per month.
- Generous paid maternity leave and paternity leave.
- Fertility, surrogacy and adoption assistance.
- Backup child, elder and pet care support.
Ameritas
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life. What’s fulfilling life? It’s helping people like you plan for the future and protect what you cherish most. It’s getting the most out of life — even at work. It’s making a difference. This kind of work can be gratifying, and it could be right for you. Full legal disclosures at amerit.as/legal.
United States