sales
Posted May 14Retirement Services Account Executive
at Newfront
United StatesHybrid
Responsibilities
- Drive retention and identify opportunities for up-sell. - Build strong relationships with primary client contacts.
- Ensure day-to-day needs are met. - Prepare and conduct regular plan reviews with clients.
- Coordinate vendor, internal, and client resources to ensure successful operation of retirement plans, including plan amendments, plan operations, and compliance tasks - Take ownership of situation and exercise discretion in determining the appropriate escalation protocol.
- Develop and implement strategies to optimize team performance and achieve client success. - Collaborate with other Account Executives on improvements to elevate clients' experience.
Requirements
- Be a master collaborator: - Collaborate cross functionally to ensure successful execution of client deliverables and target Service Level Agreements (SLAs).
- experience is required. - High level of integrity and ethical standards, maintaining confidentiality and handling sensitive client information appropriately. - Superior sense of urgency; Demonstrate ability to take initiative, identify areas for improvement, and take necessary actions to drive results. - Excellent communication skills both verbal and written.
- Ability to communicate across stakeholders and levels.
- Excel at taking complex concepts and articulating simply. - Strong project and task management skill set with an ability to prioritize. - Exceptional time management skills and the ability to navigate demanding schedules, priorities and high volumes. - Strong ability to partner and collaborate with peers and leaders. - Proficient with MS Office and other productivity tools.
- Have a passion for retirement and a desire to stay abreast of industry developments. - Ability to forge relationships and build trust with clients, carriers and internal stakeholders. - Maintain knowledge of major industry components by reading industry publications and attending conferences.
- PREFERRED KNOWLEDGE, SKILLS, AND ABILITIES: - General understanding of retirement plan design, features, and best practices. - General understanding of retirement plan laws and regulations, retirement plan annual compliance testing, and Form 5500 filings. -
Benefits
- Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee
- benefits and retirement programs to our clients so they can focus on building success.
- The pay range for this position in California, Washington, Colorado and New York at the commencement of employment is expected to be between $82,600 to $129,000/yr; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
- The total compensation package for this position may also include other elements, including a bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other
Additional details
- Newfront (a WTW company) embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.
- This position is responsible for development, communication, and service needs for our Clients, and for retaining high-touch, complex accounts through robust relationship management.
- Newfront's Retirement Services team is among the best in the country, providing advisory services to some of the Bay Area's fastest growing companies.
- Our team prides itself on enabling each team member to grow and advance in their role and within the organization.
- Our team also encourages and supports each team member to get involved in corporate and community initiatives unrelated to the role itself.
- We pride ourselves on our flexibility and ability to customize everything we do for our clients.
- This position is a salaried, exempt and full-time role and will be reporting to the Senior Account Executive.
- This is a US-remote or hybrid role with the option to work from any of Newfront’s offices. #LI-Remote WHAT YOU’LL BE DOING: Deliver best in class client service - Independently manage a minimum of fifty(50) accounts.
- Partner with producer to define agendas; coordinate required materials. - Take ownership for accuracy and completeness of overall client documentation (ex: meeting minutes, amendments, etc). Ensure timeliness.
- experience - Lead client presentations, understanding the various buyers and personalities in the room to lead the discussion productively, flexing as needed. - Manage client project plans and lead client calls.