Employer Solutions Specialist
Employer Solutions Specialist
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Job Description
Trilogy Financial is looking for an Employer Solutions Specialist. The Employer Solutions Specialist serves as a centralized resource to the Employer Retirement Solutions (ERS) team which ultimately serves our advisors and their clients regarding overall business retirement plans. This may include supporting advisors inquiries assisting in plan design product analysis researching vendors and proposal generation. The position requires extensive contact with internal staff to provide retirement plan updates.
Benefit Summary
Trilogy Financial values their employees like families. The following are some of the benefits of a career with Trilogy Financial:
- Competitive Compensation
- Comprehensive Health Dental and Vision Insurance
- Life and Disability Coverage
- Paid Time Off and Holidays
- 401(k) matching
- Eligible Profit Sharing
- Career Development Mentorship and Education
- Series 65 Licensing for advisors only
- CKP QKA Designations
- Team Events and Parties
- Achievement Awards and Trips
Company Summary
Today one client at a time Trilogy has become a nationwide firm with clients from coast to coast. Our clients have over $2 billion dollars in brokerage and advisory assets served through Trilogy and our staff has grown to over 150 comprehensive Advisors. Trilogy continues to recruit and mentor new talent to the industry a commitment abandoned by many of its competitors. Because of this our multigenerational staff understands the needs and perspectives of a wide variety of client needs. We utilize progressive ideas and opportunities to help our clients now and into the future. Today as always Trilogy lives by its development motto: never stop growing. Where will Trilogys story lead We believe the skys the limit.
No Sponsorship Available.
PM21
Key Responsibilities:
Prospecting:
- Present different pricing options either directly or through advisors.
- Work with advisor team to identify retirement plan opportunities within existing books of business.
- Collect plan/census information from prospects.
- Analyze information to review current plan or illustrate possible plan design (RK comps fee analysis plan design sheets fee benchmarker Fi360/fund analysis). Work with TPAs and RKs to get PS/CB illustrations when needed.
- Initiate startup and conversion plans with TPA and/or RK.
- Present analysis and/or illustrations to clients.
- Followup on process throughout startup make sure everything is on track and make sure what the clients expressed they wanted in initial discussion is what is reflected in their actual plan.
- Make sure PSIMAs are sent out to all new/conversion plans.
Onboarding:
- Gather company information create adoption agreements write proposals and connect clients with advisors for enrollment meetings.
- Manage new client onboarding and implementation process. Assist in selling and servicing retirement plans including ordering proposals developing product comparisons and coordinating details to implement or convert plans.
- Communicate with advisor/educate advisor about enrollment meetings.
- Create enrollment materials for advisor to use (PowerPoint enrollment guides who to call).
- Collect information for CB plans so advisor knows what to include when opening accounts with Advisor Services.
- Submit the process in Practifi
Education:
- Assist in creation and maintenance of business development ideas and marketing materials. Plan and organize retirementrelated workshops meetings and campaigns.
- Assist with managing and of enrollment and education programs for plan participants. Recommend changes to the team as appropriate.
- Walk clients through funding safe harbor/profit shar/cash balance plans.
Support:
- Point of contact for any retirement plan inquiries regarding enrollment rollovers loans and any other account servicing needs.
- Maintain retirement related database include: fiduciary file and compliance.
- Perform due diligence on investment options on a quarterly basis. Ensure plan documentation and reporting requirements are in compliance.
- Partner with the Retirement Plan team to keep fee benchmarks up to date for client reviews.
- Administrative help when needed (e.g. helping to complete forms for RIA changes plan amendments identify payroll/admin issues and help to resolve them plan terminations).
Minimum Qualifications
- Bachelors degree is preferred.
- 3 years of experience in the workforce.
- Proficient in Microsoft Outlook and Microsoft Office Suite including PowerPoint.
- Preferred candidate has knowledge of qualified plans ERISA regulations and plan administration.
- FINRA securities licenses (or interest in obtaining) is preferred.
Skills Requirements
- Ability to maintain a high level of accuracy in preparing and entering financial data.
- Ability to apply analytical and problemsolving skills.
- Organizational skills with the ability to multitask prioritize and meet deadlines.
- Communication and interpersonal skills.
- Consistently produce accurate and highquality deliverables.
- Selfmotivated to learn and improve. Resourceful and detailoriented.
- Ability to work independently with minimal supervision.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers handle or feel objects tools or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision distance vision and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
This job description does not constitute a contract of employment; the company may exercise its employmentatwill rights at any time.
Note:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other jobrelated instructions and to perform any other jobrelated duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge skills or abilities. This document does not create an employment contract implied or otherwise other than an at will relationship.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
