What are the responsibilities and job description for the Plan Consultant- Financial Services Retirement Planning Division position at Innovative Benefit Planning, LLC?
About Us
Innovative Benefit Planning is a woman-owned business that thrives on innovation and integrity. We shape employee benefits, wellness, HR Consulting, and group retirement planning nationwide. For over 35 years, our commitment to putting people first has been at the heart of everything we do.
Your Impact Matters!
In a smaller company, bureaucracy does not dilute your influence. Your insights will be heard, valued, and acted upon. You will not be just another cog in the machine - you will be a linchpin, an indispensable part of the team driving meaningful change and growth. Your ideas will be the catalyst for innovation, and your efforts will directly contribute to our success story.
Collaborative Environment
Collaboration is fundamental to our operations. You will have the opportunity to work closely with colleagues from various departments, fostering an environment where every voice is acknowledged, and every opinion is valued.
Professional Growth
Your professional development is a priority. We provide opportunities to enhance your skills and career. Your success is our goal, and we will support you in reaching your full potential.
If you are ready to make a real impact, take ownership of your work, and be an integral part of a thriving company, your journey towards professional fulfillment starts here.
A day in the life as a Plan Consultant
The Plan Consultant at Innovative is crucial for client engagements, supporting Business Development Consultants during sales and managing technical aspects, participant education, and service once sold. They must have strong technical skills, planning, organization, and problem-solving abilities, and work independently. A positive attitude reflecting Innovative's mission to "Put People First" is essential when servicing clients and interacting within the organization.
Essential Duties
Business Development / Sales Support:
Join a Culture That Values Your Growth And Supports Your Career Aspirations. We Celebrate Diversity And Are Committed To Creating An Inclusive Environment For All Employees. We Offer a Hybrid Work Environment To Ensure a Positive Work-life Balance. Join Our Team And Experience
Innovative Benefit Planning is an equal opportunity employer.
Innovative Benefit Planning is a woman-owned business that thrives on innovation and integrity. We shape employee benefits, wellness, HR Consulting, and group retirement planning nationwide. For over 35 years, our commitment to putting people first has been at the heart of everything we do.
Your Impact Matters!
In a smaller company, bureaucracy does not dilute your influence. Your insights will be heard, valued, and acted upon. You will not be just another cog in the machine - you will be a linchpin, an indispensable part of the team driving meaningful change and growth. Your ideas will be the catalyst for innovation, and your efforts will directly contribute to our success story.
Collaborative Environment
Collaboration is fundamental to our operations. You will have the opportunity to work closely with colleagues from various departments, fostering an environment where every voice is acknowledged, and every opinion is valued.
Professional Growth
Your professional development is a priority. We provide opportunities to enhance your skills and career. Your success is our goal, and we will support you in reaching your full potential.
If you are ready to make a real impact, take ownership of your work, and be an integral part of a thriving company, your journey towards professional fulfillment starts here.
A day in the life as a Plan Consultant
The Plan Consultant at Innovative is crucial for client engagements, supporting Business Development Consultants during sales and managing technical aspects, participant education, and service once sold. They must have strong technical skills, planning, organization, and problem-solving abilities, and work independently. A positive attitude reflecting Innovative's mission to "Put People First" is essential when servicing clients and interacting within the organization.
Essential Duties
Business Development / Sales Support:
- Manage and create pre-sale quoting presentations with Business Development Consultants.
- Support Sales Presentations to demonstrate Innovative's capabilities.
- Obtain and analyze quotes from service providers to ensure completeness and match client demographics.
- Prepare and collaborate on Sales Presentations.
- Coordinate Retirement Plan Open Enrollment and New Hire presentations for clients.
- Communicate and introduce Innovative's services.
- Complete the "Implementation Checklist" accurately with rate and plan information.
- Prepare Financial Wellness and educational seminars.
- Provide retirement readiness and financial planning advice to plan participants using available tools and programs.
- Manage individual insurance submission and underwriting.
- Support and conduct employee education meetings on financial wellness.
- Monitor investments in qualified plans for performance and changes.
- Handle wealth management and qualified plan inquiries independently.
- Prepare client annual reviews with or without business development consultants.
- Conduct periodic investment reviews under senior plan consultant's guidance.
- Implement process improvement systems and procedures.
- Benchmark plan fees and features and communicate analysis to clients.
- General professional knowledge of Investments, Qualified Plans and Insurance particularly the concepts and products relating to insurance and securities.
- Knowledge in the Retirement Plan, Employee Benefits, and/or Wealth Management areas.
- Series 7, General Securities Representative and Series 66, or Series 65. (To be completed within one year of employment)
Join a Culture That Values Your Growth And Supports Your Career Aspirations. We Celebrate Diversity And Are Committed To Creating An Inclusive Environment For All Employees. We Offer a Hybrid Work Environment To Ensure a Positive Work-life Balance. Join Our Team And Experience
- Team building events.
- Monthly employee recognition.
- Commitment to workplace wellness programs and events.
- Enjoy competitive benefits and Flexible PTO including Volunteer Time off.
Innovative Benefit Planning is an equal opportunity employer.
