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    Retirement Plan Advisor - Orange, United States - CPS

    CPS
    Default job background
    Description
    Posted:

    10/04/2022


    Industry:
    Employee Benefits & Retirement Services


    Job Number:

    SA

    Pay Rate:
    Mid $90's to $120k with 10-30% bonus


    Experience:
    Job Description

    Leading Retirement Provider
    Southern California
    The

    Retirement Plan Advisor

    is the strategic consultant for institutional retirement plan clients. The position is responsible for the overall retention and proactive client satisfaction.
    Responsibilities
    Consult with plan sponsors to ensure client satisfaction and drive key results.
    Lead high level client meetings that include annual plan, investment, and fiduciary reviews.
    Provide key insights on plan design, industry trends, legislation, funding, etc.
    Facilitate and lead participant meetings including one-on-one to driving plan participation.
    Work with clients on RFP's and benchmark vendors.
    Collaborate internally with other team members to meet deliverables and provide exceptional client service
    #LI-SA1
    Job Requirements

    Preferred Qualifications
    Previous experience consulting in person with institutional retirement plan sponsors
    Bachelor's degree or equivalent from accredited institution
    FINRA 7, 66, and Life license
    Orange County, CA
    Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. Steve started in 1996 and has facilitated partnerships with many of the industry leading providers for CPS Inc. He brings a candid communication style that delivers proven results and company leading levels of new & repeat business.

    Steve has a simple business philosophy – make it easy for businesses to work with him while bringing value through his work ethic, industry knowledge, and contacts.

    His integrity, transparency, and commitment to finding the

    best

    hire has enabled him to be a leader within the retirement industry and CPS Inc. He is an advocate for qualified candidates at all levels of experience.
    Steve recruits at all levels of experience within the qualified and nonqualified retirement plan industry.

    His expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation.

    Follow Steve on social media to access the latest industry information.

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