Retirement Plan Advisor

Title: Retirement Plan Advisor

Division: Retirement Plan Services

Location: Kansas City

Reports to: President 

Under the general direction of the President Retirement Plan Advisor (RPA) identifies and develops new business opportunities and prospects for retirement plan services.  RPA contacts decision makers and presents appropriate strategies.  RPA will provide on-going relationship between clients and Bukaty including monitoring client’s existing plans, investment options and other needs.  Works in conjunction with service team to provide high level of customer service and retain clients.

Job Standards:

  • Develop leads through cold calling, networking and client referrals. Convert leads to retirement plan clients.  Meet annual sales goals by advancing prospects through the opportunity pipeline to close business.
  • Work closely with the Portfolio Management Team to understand the BCFS investment philosophy and ensure that clients are provided with the best investment solutions.
  • Works in conjunction with service team on day-to-day client service, participant education meetings and materials, and conducting annual plan reviews
  • Consult with clients regarding plan needs, plan changes and amendments, make recommendations for plan changes when needed.
  • Work in conjunction with Plan Administration Specialist to explain testing requirements and make recommendations to help plans pass compliance tests.
  • Communicate with clients administrative issues, keep clients informed of recent industry trends
  • Performs investment advisory services for client base
  • Select and present plan options and investments to be offered to decision makers and end users
  • Assists participants with questions about their accounts
  • Maintain client relationships in a proactive manner

Qualifications/Skills:

Education/Experience

  • Bachelor’s Degree in Communications, Business, Economics or Finance preferred; military experience can be substituted
  • 1 – 2 years’ experience in financial service sales required, 3-5 preferred.
  • Series 63/65 or 66: insurance license – Life & Health, Variable preferred

Skills

  • Sales techniques
  • Pension laws and IRS regulations
  • Strong presentation skills, overall communication skills.
  • Proficient in MSFT Suite including PowerPoint. Experience with Salesforce CRM a plus.

Knowledge

  • Full knowledge and understanding of department functions and interactions
  • Sales techniques
  • Pension laws and IRS regulations

How to Apply:  Please e-mail your resume to Carrie Ohm at cohm@riaadvisor.com.