What are the responsibilities and job description for the Senior Plan Consultant- Financial Services Retirement Planning Division position at Innovative Benefit Planning, LLC?
Join Our Team as a Senior Plan Consultant for Financial Services Division
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 Senior Plan Consultant
The Senior Plan Consultant plays a vital role in client engagements at Innovative. This position requires technical skills, planning, organization, problem-solving, and the ability to work independently and supervise support staff.
Responsibilities Include
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.
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 Senior Plan Consultant
The Senior Plan Consultant plays a vital role in client engagements at Innovative. This position requires technical skills, planning, organization, problem-solving, and the ability to work independently and supervise support staff.
Responsibilities Include
- Supporting Business Development Consultants
- Ensuring technical maintenance and management of client accounts
- Delivering timely and accurate services
- Upholding Innovative's mission to "Put People First"
Business Development/Sales Support:
- Support revenue growth by providing expertise and work products for new business during sales phases.
- Communicate with Sales Producers for potential account intelligence.
- Manage and create pre-sale quoting presentations.
- Attend Sales Presentations to demonstrate capabilities.
- Ensure quotes align with client demographics and requested services.
- Conduct Retirement Plan Open Enrollment and New Hire presentations.
- Lead new Client Implementation Process.
- Meet regularly with Practice lead to drive business initiatives.
- Create/manage communications with clients, carriers, professional networks, and vendors.
- Coordinate with Marketing to create and distribute content.
- Manage Annual Review Calendar, Quarterly Calendar, and Compliance Calendar, including updates for regulatory changes.
- Oversee Executive Benefit programs and deliverables.
- Educate and mentor staff on objectives, philosophy, and strategy.
- Delegate work according to divisional needs.
- Provide feedback on job performance, development, goals, project status, and related issues.
- Attend industry events to upgrade knowledge.
- Bachelor's degree in finance or related field, or equivalent industry experience.
- 3 years' experience performing the essential duties described above.
- Series 7, General Securities Representative and Series 66, or a Series 65 preferred
- Professional Industry certifications preferred.
- Experience supervising consulting team operations; managing workflows, delegating and following up with work assignments.
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.
