Managing Consultant, GRS
Core
Deliver proactive consulting services, maintain client relationships, and provide group retirement solutions (GRS) to plan sponsors and their employees.
Role type
Senior IC Managing Consultant (Group Retirement Solutions)
Builds
Ongoing management service model for GRS clients
Domain
Financial Services / Group Benefits / Retirement Planning
Deliverable
client delivery
Required skills
Group benefits expertise, Plan design knowledge, Legislative requirements knowledge, Investment knowledge, Governance knowledge, Taxation knowledge, Client relationship management, Financial Wellness solution delivery, Employee communication strategy
Preferred skills
Life license (LLQP), Industry designations, Education workshop attendance
Technologies
None stated
Responsibilities
Maintain relationships and deliver pro-active consulting services to an assigned block of clients, Research answers and provide guidance to clients, Participate in finalist meetings to support new business acquisition, Implement and provide on-going servicing of GRS clients, Expand and maintain existing block of business, Develop and maintain a strong governance model for retirement clients, Strategize and deliver member education materials and presentations, Research, write, deliver, and support the Financial Wellness solution, Lead and contribute to ad hoc projects to enhance client experience, Assist in educating and training team members