- 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.
- Competitive Compensation
- 401(k) Profit Sharing Plan
- Medical / Dental Insurance
- Section 125 (cafeteria) Plan
- 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.
- The Implementation Consultant / Onboarding Manger is based hybrid 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.
- 4+ years of retirement services experience
- Exposure to sales processes
- Strong communication, organization, and project management skills
- Expertise in Excel & Word; Access a plus
- Bachelors Degree
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Kalos Consulting Stamford, United StatesDC/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 ind ...
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Kalos Consulting Stamford, United StatesDC/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 ind ...
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Kalos Consulting Stamford, United StatesDC/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 in ...
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Kalos Consulting Stamford, United StatesDC/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 ...
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Kalos Consulting Stamford, United StatesDC/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 in ...
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Defined Contribution/Defined Benefit Implementation Consultant - Stamford, United States - Kalos Consulting
Description
DC/DB Implementation Consultant / Onboarding Manager
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