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    Defined Contribution/Defined Benefit Implementation Consultant - Stamford, United States - Kalos Consulting

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    Description
    DC/DB Implementation Consultant / Onboarding Manager

    Company Highlights

    20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.

    Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.

    This firm offers best-in-class service that is renowned for exceeding client expectations.

    Benefits and Features
    Competitive Compensation
    401(k) Profit Sharing Plan
    Medical / Dental Insurance
    Section 125 (cafeteria) Plan

    The Role You Will Play

    The DC/DB Implementation Consultant will manage and initiate the installation process for new sales as well as assume project ownership for assigned accounts.

    This role will compile and review prior DC/DB plan documents and present plan design to clients and financial advisors in addition to researching and responding to questions related to plan design/administration.

    The DC/DB Implementation Consultant will complete all necessary installation paperwork and set up internal databases as needed.
    This role is entrusted to collaborate with the internal team to develop and improve new business procedures.

    Community Highlights
    The Implementation Consultant / Onboarding Manger is based onsite in Stamford, Connecticut.
    This area is rich in culture, arts, dining, and entertainment plus offers a multitude of educational options.
    Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.

    Background Profile
    4+ years of retirement services experience
    Exposure to sales processes
    Strong communication, organization, and project management skills
    Expertise in Excel & Word; Access a plus
    Bachelor's Degree

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