Retirement Plan SpecialistNew Business

About the Role :

Benetrends Financial is looking for a detail-oriented and client-focused On boarding Specialist to guide new clients through the setup of their corporations and retirement plans. Youll be the main point of contact delivering a smooth on boarding experience while ensuring compliance with IRS ERISA and DOL regulations. Need to live within 40 miles to Lansdale Pa

What Youll Do :

Serve as the primary contact for new clients during on boarding

Educate clients on retirement plan features and corporate structures

Draft retirement plan documents and issue initial stock certificates

Collaborate with clients and advisors to ensure plans align with business goals

Collect and review key documents (e.g. bank statements legal forms)

Ensure all deadlines and compliance requirements are met

Stay updated on retirement plan rules and industry trends

Own your client assignments from start to finish

What You Bring :

High school diploma required (Associate / Bachelors degree a plus)

3 years in retirement plan consultation or administration preferred

Strong customer service and communication skills

Ability to explain complex topics clearly and effectively

Highly organized with excellent problem-solving skills

Proficiency in Microsoft Excel Word and Outlook

Independent worker who thrives in a team-oriented environment

Perks & Benefits :

Medical dental and vision plans

Company-paid long-term disability & life insurance

401(k) with company match

Generous PTO paid holidays

Collaborative mission-driven team

Why Benetrends

Join a company that empowers entrepreneurs to pursue their dreams. At Benetrends we combine financial expertise with a passion for helping small businesses succeed and we do it together.

Required Experience :

IC

Key Skills

Business Development,Sales Experience,B2B Sales,Presentation Skills,Time Management,Marketing,Cold Calling,Microsoft Powerpoint,Salesforce,Organization Design,Public Speaking,Lead Generation

Employment Type : Full-Time

Experience : years

Vacancy : 1