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RELATIONSHIP CONSULTANT - 19-0189
The Relationship Consultant provides qualified retirement plan support for our emerging segment of business. The position interacts with the advisor and plan sponsor to provide timely and quality assistance with product and service delivery at OneAmerica in a remote office setting. Most client interactions delivered via telephone, conference call, webinar, and email. Strong verbal and written skills, combined with the ability to manage a large book of business, will be employed daily. The ability to organize and prioritize based on company priorities is needed to be successful in this position.
Primary responsibilities include: plan metric reporting and book of business reviews to advisors, plan design and investment updates, and educating plan sponsors on their role and responsibilities in maintaining a qualified retirement plan. The focus of this position is revenue retention and growth, as well as relationship building from a virtual setting.
• Minimum of three years of experience with qualified retirement plan experience including 401(a), 401(k), 403(b), etc.
• Knowledge of qualified retirement plan design and basic investment concepts.
• Previous direct customer interactions preferred.
• Bachelor's degree preferred.
• Ability to build relationships with advisor and plan sponsors in a virtual setting
• Limited overnight travel required.
Required Licenses: Series 6, 63, and insurance license or the ability to obtain within 120 days of employment
Primary responsibilities include: plan metric reporting and book of business reviews to advisors, plan design and investment updates, and educating plan sponsors on their role and responsibilities in maintaining a qualified retirement plan. The focus of this position is revenue retention and growth, as well as relationship building from a virtual setting.
• Minimum of three years of experience with qualified retirement plan experience including 401(a), 401(k), 403(b), etc.
• Knowledge of qualified retirement plan design and basic investment concepts.
• Previous direct customer interactions preferred.
• Bachelor's degree preferred.
• Ability to build relationships with advisor and plan sponsors in a virtual setting
• Limited overnight travel required.
Required Licenses: Series 6, 63, and insurance license or the ability to obtain within 120 days of employment