What are the responsibilities and job description for the Retirement Plan Consultant position at Gallagher?
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
As a member of our benefits and HR consulting team, you’ll help our clients -- employers of all sizes, across all industries -- build workplaces that work better.
Responsibilities
We are currently looking for a Retirement Plan Consultant that has the character and personality to work with a strong team of personable and successful individuals. Poised for aggressive growth, there has never been a better time to be part of the Gallagher Benefits team!
Specializing in providing consulting services to assigned client accounts and is responsible for the day-to-day account management for accounts of low to moderate complexity.
Builds, expands, and solidifies relationships with existing clients at all levels within the company.
Has retention goals for assigned group of accounts.
Assess and prioritizes client needs in a timely manner.
Identifies and helps clients to focus on their most critical needs.
Sets and communicates clear and realistic expectations.
Reviews/approves all key client deliverables.
Works closely with Sales to prepare and negotiate fee-based pricing of services and on the transition of the new clients post the completed sales process.
Anticipates internal and/or external business challenges and/or regulatory issues; recommends process, product or service improvements.
Collaborates and contributes to project teams to achieve milestones and objectives.
Works with a large degree of autonomy under the instruction of more senior staff.
Will support on key projects and may lead smaller projects.
Qualifications
Required: Bachelor's degree or equivalent from four-year College or technical school; or five years related experience and/or training; or equivalent combination of education and experience. 3 years related experience in professional services businesses. Excellent oral, written communication, organizational skills, negotiation and time management skills. Experience in defined contribution plan design, governance, compliance, and administration. Working knowledge of Microsoft Office Suite. Travel required (25%).
Preferred: Master's degree or professional certification preferred.
Behaviors: Use of sound judgment of all client interactions. Exhibits strong ability to anticipate needs and proactively seek to identify new opportunities. Ability to work under the pressure of deadlines. High degree of business technology awareness and its applications to workplace efficiencies. Ability to manage multiple priorities and deadlines. Effectively handle large, long-term projects as well as manage the details associated with everyday tasks.
Additional Information
Click Here to review our U.S. Eligibility Requirements
We offer competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function), training programs, matching gift program, and more.
Salary : $68,500 - $133,500