Retirement Plan Consultant

At Keating & Associates each individual has a unique ability a unique story and a unique contribution that is vital to our success. With diverse experiences cultures backgrounds and beliefs we are a better company and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best we fully embrace our core values of excellence abundance mindset and teamwork.

What Keating and Associates can offer you!

• Professional Development
• 9 paid holidays including your birthday!
• 401(k) with company match
• Employer-Paid Disability Life Insurance and Employee Assistance Program
• Health Vision and Dental Plans
• Dependent Care and Flexible Spending Accounts
• Paid Time Off
• Fun Company Events such as Lunch & Learns Virtual Staff Hangouts Annual All Company Weekend Lunch Bunch and more!

Learn more about usat and Associates Inc.

Retirement Plan Consultant

Job Summary

We areseekingan engaging and qualified individual to join our team as a licensed and salaried Retirement Plan willmaintainadvisorand clientrelationshipsfacilitateenrollmentsprovideinvestment advice conduct executive reviews and drive new business through will serve individual and family clients byfacilitatingrollovers and building strong personalized relationships providing investment management and financial planning solutions tailored to each clients uniquegoals.

This role requires an understanding of retirement plans IRS & SEC regulations and the ability to build strong service-focused relationships with clients.

This exempt position offers flexibility : work in-office hybrid (at our Manhattan KS Wichita KS or Overland Park KS offices) or role reports directly to the TPA Department salary for this position is $.

Responsibilities include and are not limited to :

Retirement and 401(k) Plan Management and Enrollment : Service existing 401(k) plans and participant retirement accounts by responding toadvisorandclient inquiries conducting periodic plan reviews and ensuring ongoing compliance and client satisfaction.

support plan education by organizing and delivering group and one-on-one educational sessions to help participants understand their retirement options investment choices and the benefits of plan participation.

Enrollment the enrollment process for new participants guiding them through plan features contribution elections and investment selections while providing clear explanations to encourage informed decision-making andmaximizeplan engagement.

Annual Client Financial Reviews : Meet annually with a designated list of clients to review their current financial situation and investment accounts. This process involves assessing client information and providing tailored recommendations for individuals whose rollovers have been captured from the current 401(k) business.

Client Guidance : Provideexpert advice to plan participants helping themoptimizetheir retirement savings strategies.

Individual Investment Management : Assistindividual clients with tailored investment solutions to meet their unique financial goals.

Client Relationship Management : Build andmaintainstrongtrust-based relationshipswithadvisors andclients serving as their go-to resource for retirement planning and investment advice.

Sales Strategy Development : Identifyand capture rollover opportunities by developing and executing effective sales strategies.

Regulatory Compliance : Stay up to date on retirement plan regulations and ensure all client accounts adhere to industry standards.

Financial Software Proficiency : Utilizeadvanced financial software to analyze data generate reports andprovideactionable insights to clients.

Required qualifications :

Series 65isalready obtained or ready to sit for licensing exams

Strong understanding of retirement plans and investment strategies.

Familiarity with regulatory requirements and compliance in the financial industry.

Proficiencyin financial software and tools.

Familiarity with 401k sales and plan management.

Qualifications within six months of hire :

Ability to obtain the Accredited Investment Fiduciary (AIF) designation or Certified Plan Fiduciary Advisor (CPFA) within six months

Relevant certifications such as ASPPAs Qualified 401(k) Specialist (QKS) credential or ability to obtain within 6 months

Desired skills include :

Experience working with CRM

Proficient in Office 365 apps

Quickly learn and applynew technologies

Referenceforessential details data and information and apply them appropriately in the plandemonstratinga commitment to ensuring all information isaccurateand free of errors.

Ensure all client-facing documents communications and deliverables reflect the highest standards andexhibitconsistent branding logos colors and style guidelines.

Excellent communication skillswritten interpersonal and virtual.

Comfortable building rapport with clients and adapting your communication approach to their preferred style.

Strong analytical critical thinking andresourcefulskills.

Organizational and time management skills

Brings order and closure to projects in a high-volume environment.

Able to collaborate within a US-wide company with virtual communication and multiple time zones.

Collaborative team player who offers potential ideas and solutions while incorporating others into decision-making.

Service-oriented and responsive toclient needs.

Required Experience :

Manager

Key Skills

Sales Experience,Direct Sales,Hyperion,Financial Services,Financial Concepts,Banking,Oracle EBS,Securities Law,Peoplesoft,Oracle,Financial Management,Workday

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 50000 - 80000