What are the responsibilities and job description for the Deliverables Associate position at Business Centric Technology?
Are you passionate about delivering exceptional service and upholding ethical standards? Our Plano-based client is in search of a Deliverables Associate to join their team for a 1-year contract to hire position in either Plano, TX or Camas, WA. The Deliverables Associate will work directly with external partners, Retirement Counselors, Retirement Plan Consultants, and leadership to help determine the best solution for clients and/or prospects.
SALARY OFFERED: Up to $70/hour depending on candidate’s experience, etc.
WHAT CAN BCT OFFER YOU?
- BCT pays up to 60% of medical insurance for employees
- $50k paid life insurance policy
- Home, Auto & Pet Insurance along with Legal & Identity Theft
- Dental & Vision, 401K match, and short & long-term disability insurance
- Flexible Spending Account
- Exceptional company values and culture with annual Anniversary Bonuses
- Referral bonuses ranging from $500 to $2,000
RESPONSIBILITIES:
- Collaborate with Client Acquisition and external vendors to gather data and initiate pricing proposals
- Compare current and future client fees to industry benchmarks
- Uncover hidden fees in prospect retirement plans and competitor proposals
- Prescribe best fit solutions for prospect needs
- Illustrate the FRS impact during client Annual Plan Reviews
- Suggest and iterate on improvements to current prospect and client facing deliverables
- Redefine processes to help the team become more efficient
QUALIFICATIONS:
- Bachelor’s degree
- Finance or related field preferred but not required
- Excellent MS Excel skills
- Strong attention to detail & organizational skills
- Strong interpersonal and communication skills.
Apply Now! CP #8459
