Silver Consultant

Ascensus

Minimum five years retirement plan experience
Strong understanding of pension law
Excellent verbal and written communication skills
This role manages a book of business focused on Silver service model Cash Balance plans to foster strong client retention

Job Summary

  • This role manages a book of business focused on Silver service model Cash Balance plans to foster strong client retention.
  • The consultant serves as the primary contact for clients, advisors, CPAs, and attorneys regarding strategic plan issues.
  • The position requires maintaining an ideal days-sales-outstanding of less than 35 days while ensuring high client satisfaction ratings.

Matching Summary

This role manages a book of business focused on Silver service model Cash Balance plans to foster strong client retention.

Skills & Requirements

Must-have

  • Minimum five years retirement plan experience
  • Strong understanding of pension law
  • Excellent verbal and written communication skills
  • Ability to manage multiple client projects
  • Proficiency in Windows Word Excel

Nice-to-have

  • Self-starter with positive attitude
  • Desire to grow with the firm
  • Team player with friendly demeanor
  • Proactive problem-solving approach

Key Requirements

  • Minimum five years of experience in the retirement plan industry
  • B.A./B.S. degree preferred
  • Working towards ASPPA or EA designations preferred

Work Rights

Not specified

Tailored Resume

Cover Letter