What are the responsibilities and job description for the Retirement Consultant position at Compass Retirement Consulting Group/Compass 360, LLC?
Job Overview:
As a key member of our team at Compass Retirement Consulting Group/Compass 360, LLC, the ideal candidate will possess a strong foundation in retirement industry rules and regulations. They will be responsible for staying up-to-date on industry trends and changes in benefit regulations, ensuring comprehensive knowledge and understanding of retirement industry rules.
Responsibilities:
The successful candidate will perform various duties, including maintaining and enhancing their knowledge of retirement industry rules, staying informed about Compass business and product offerings, and providing informed assistance to plan sponsors and advisors. Additionally, they will ensure compliance with industry regulations and best practices, as well as perform additional job duties/special projects as assigned.
Requirements:
We are seeking a highly skilled individual with a high school diploma or equivalent. The ideal candidate will have experience with Excel, Microsoft Teams, and navigating different websites. Strong customer service and relationship management skills are essential, along with the ability to create a long-term client base. Excellent verbal and written communication skills, using clear and grammatically correct language, are required. The candidate should also possess problem-solving skills, be proactive, and demonstrate initiative. Robust time management and organizational skills, with the ability to multi-task, are necessary. A basic knowledge and understanding of retirement plans and payroll processing platforms is preferred, with the ability and drive to expand that knowledge. Finally, the candidate must be able to work both independently and in a collaborative team environment.
What We Offer:
Our company offers a competitive benefits package with a generous employer contribution towards premiums for Medical, Dental, and LTD insurance plans. We believe in family first and encourage employees to take time to rest, play, and recharge, offering ample PTO time and holiday schedule. We support and encourage employees' goals to further their education, paying for courses and testing materials for NIPA and ASPAA certifications. Our retirement plan offers both pre-tax and Roth contributions and a 3% Safe Harbor employer contribution.
As a key member of our team at Compass Retirement Consulting Group/Compass 360, LLC, the ideal candidate will possess a strong foundation in retirement industry rules and regulations. They will be responsible for staying up-to-date on industry trends and changes in benefit regulations, ensuring comprehensive knowledge and understanding of retirement industry rules.
Responsibilities:
The successful candidate will perform various duties, including maintaining and enhancing their knowledge of retirement industry rules, staying informed about Compass business and product offerings, and providing informed assistance to plan sponsors and advisors. Additionally, they will ensure compliance with industry regulations and best practices, as well as perform additional job duties/special projects as assigned.
Requirements:
We are seeking a highly skilled individual with a high school diploma or equivalent. The ideal candidate will have experience with Excel, Microsoft Teams, and navigating different websites. Strong customer service and relationship management skills are essential, along with the ability to create a long-term client base. Excellent verbal and written communication skills, using clear and grammatically correct language, are required. The candidate should also possess problem-solving skills, be proactive, and demonstrate initiative. Robust time management and organizational skills, with the ability to multi-task, are necessary. A basic knowledge and understanding of retirement plans and payroll processing platforms is preferred, with the ability and drive to expand that knowledge. Finally, the candidate must be able to work both independently and in a collaborative team environment.
What We Offer:
Our company offers a competitive benefits package with a generous employer contribution towards premiums for Medical, Dental, and LTD insurance plans. We believe in family first and encourage employees to take time to rest, play, and recharge, offering ample PTO time and holiday schedule. We support and encourage employees' goals to further their education, paying for courses and testing materials for NIPA and ASPAA certifications. Our retirement plan offers both pre-tax and Roth contributions and a 3% Safe Harbor employer contribution.
