Posted: Saturday, December 9, 2017 1:04 AM
Provide Above and Beyond client service to Beneco’ s plan sponsors and participants. Educate plan sponsors on the benefit of their plan and all company benefits while providing timely quality service. Responsible for service and retention of a book of key accounts by collaborating with a team of service oriented individuals.
ESSENTIAL KEY FUNCTIONS include the following. Other duties may be assigned.
Focuses on understanding and responding to client needs. Assumes a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues.
Uncover and close upsell opportunities for additional Beneco products.
Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
Responds timely and professionally to incoming emails and calls.
Develop meaningful relationships with advisors and centers of influence to help build the business.
Builds relationships with business owners, decision makers and influencers.
Educate clients on retirement account benefits, plan options provided and regulatory and tax implications regarding their options. Education also extends to all products and services offered by Beneco.
Participate in Sales support activities such as referrals, references and cross-selling across multiple business units.
Plans and conducts effective in-person and/or phone meetings
Researches client issues and collaborate with the appropriate department until issue has been resolved.
Consultative and solutions driven approach to client service.
Understand, consider and apply various regulations, to include but not limited to DOL, ERISA, and IRS, when preparing, analyzing and interpreting information.
Act as an internal resource and client advocate.
25-30% travel required
Aligns with Beneco’ s culture
Undergraduate degree or equivalent combination of training and experience in financial services industry preferred.
5 + years client service experience
An individual of high integrity with good judgment skills, and who is committed to doing the right thing for their clients.
Excellent communication and listening skills
Self-motivated; able to learn on own initiative
How to Apply
Apply by email: Frontdesk@email.com
• Location: Phoenix, Scottsdale, AZ
• Post ID: 65504322 phoenix