Retirement Plan SpecialistNew Business
- [job_card.full_time]
About the Role :
Benetrends Financial is looking for a detail-oriented and client-focused On boarding Specialist to guide new clients through the setup of their corporations and retirement plans. Youll be the main point of contact delivering a smooth on boarding experience while ensuring compliance with IRS ERISA and DOL regulations. Need to live within 40 miles to Lansdale Pa
What Youll Do :
Serve as the primary contact for new clients during on boarding
Educate clients on retirement plan features and corporate structures
Draft retirement plan documents and issue initial stock certificates
Collaborate with clients and advisors to ensure plans align with business goals
Collect and review key documents (e.g. bank statements legal forms)
Ensure all deadlines and compliance requirements are met
Stay updated on retirement plan rules and industry trends
Own your client assignments from start to finish
What You Bring :
High school diploma required (Associate / Bachelors degree a plus)
3 years in retirement plan consultation or administration preferred
Strong customer service and communication skills
Ability to explain complex topics clearly and effectively
Highly organized with excellent problem-solving skills
Proficiency in Microsoft Excel Word and Outlook
Independent worker who thrives in a team-oriented environment
Perks & Benefits :
Medical dental and vision plans
Company-paid long-term disability & life insurance
401(k) with company match
Generous PTO paid holidays
Collaborative mission-driven team
Why Benetrends
Join a company that empowers entrepreneurs to pursue their dreams. At Benetrends we combine financial expertise with a passion for helping small businesses succeed and we do it together.
Required Experience :
IC
Key Skills
Business Development,Sales Experience,B2B Sales,Presentation Skills,Time Management,Marketing,Cold Calling,Microsoft Powerpoint,Salesforce,Organization Design,Public Speaking,Lead Generation
Employment Type : Full-Time
Experience : years
Vacancy : 1
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Retirement Plan • Lansdale, Pennsylvania, USA
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Retirement Plan Onboarding Specialist
