Job Description

You:

Feel the financial industry needs a good cleaning

Believe getting the little things right leads to getting the big things right

Take responsibility by owning your successes and mistakes

Enjoy the process of pursuing excellence as much as the results

We:

Relentlessly pursue improving the financial security of the American worker

Are performance driven

Believe professionalism requires bold and complete transparency

Care more about your talent, values, and performance than your experience

Overall Purpose:

This individual is responsible for providing retirement guidance to employees of our clients in a way that provides a high value experience, thoroughly educates participants, and contributes to making our clients raving fans of our service.

Essential Functions:

• Successfully conduct 401(k) education for participants
• Evaluating retirement readiness and develop strategy for remaining work years
• Starting or updating investment choices
• Preparing for distributions, whether staying in or exiting the plan
• Calculate the current income replacement for a client or prospect’s average 401(k) participant
• Calculate the needed auto enroll, re-enroll, and escalation features needed to improve the plan’s average participant to be on track to retire
• Analyze 401(k) match structure to optimize employer contributions.
• Pursue the Purpose of the firm and demonstrate our Core Values in all interactions with stakeholders of the firm and the public
• Ability to travel up to 50% of the time. May include some overnight travel.

Skills & Abilities:

• Excellent verbal communication skills.
• Customer service skills
• Good understanding of financial planning principles.
• Well organized and process oriented.

Knowledge, Experience & Education

• Bachelor’s degree required
• 1-3 years of industry experience preferred

The above statements are intended to describe the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities and qualifications required of the employee assigned to this job.

About Pension Consultants, Inc.

Pension Consultants, Inc. is committed to providing superior plan performance of the key drivers in retirement readiness so our clients can make a positive impact in the lives of participants. Since 1994, we have been offering in-depth, unconflicted advice on every aspect of retirement plan management, and serve companies of all sizes in a variety of industries across the United States.

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