Job Description
Job Title:Consultant
Department:Consulting
Reports To:Managing Director
FLSA Status:Exempt
Reporting Dept:None
Salary Grade:N/A
POSITION SUMMARY
To generate new business through new plan sales and takeovers, to create and maintain a clientele within the APC system and to develop and maintain a referral network of CPA's, Financial Planners, Brokers and Attorneys. To interact with clients, advisors and APC's internal support staff to service clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Serve as primary client contact; handling client phone calls, written correspondence, resolving problems and questions and provide employee presentations when requested.
- Deliver Annual Reports as necessary.
- Review invoice accuracy.
- Ensure all information (i.e., trust information, census and other documents) received from the client is complete, on time and forwarded to appropriate department. Request additional/missing information from client as needed.
- Review plans for appropriate design and make plan design recommendations to client as necessary.
- Contact client regarding fee collections when client does not respond to current billing system.
- Ensure compliance of filing deadlines.
- Document client conversations under Notes tab in APC Gold.
- Review aging reports, make follow-up calls and send letters per follow-up procedure.
- Educate client about APC functions and timelines.
- Sell new plans and acquire takeover clients
- Generate new referral sources and market existing referral sources.
- Meet established budgeting/marketing goals.
- Maintain satisfactory attendance hours both on and off-site to ensure completion of all responsibilities.
AUXILLARY DUTIES AND RESPONSIBILTIES
- Maintain technical expertise to perform the above duties.
- Other duties may be assigned.
KNOWLEDGE – SKILLS – ABILITIES
- Ability to travel and work beyond normal business hours.
- Knowledge of effective sales tactics and techniques.
- Knowledge and proficiency in Microsoft Office, predominantly Word and Excel applications preferred.
- Knowledge of relevant pension plans.
- Excellent communication skills (written and verbal).
- Excellent math, analytical and organizational skills.
- Ability to develop and deliver client sales presentations.
- Ability to interpret complex technical literature.
- Ability to meet sales goals.
- Ability to work independently with little supervision.
- Ability to speak, read and write in English.
- Ability to concentrate.
MINIMUM QUALIFICATIONS
- Three years in pension or related financial services industry.
- College degree in Business Administration, Finance, Marketing or related field preferred or equivalent professional experience.
- Minimum of one year sales experience.
- Able to travel independently to client sites. (Valid driver's license and proof of insurance required at all times)
PHYSICAL / ENVIRONMENTAL CHARACTERISTICS
Work is performed in an office environment and requires:
- Sitting for prolonged periods of time using a computer keyboard, mouse, and screen.
- Standing, walking, and may require twisting, reaching, bending, crouching and kneeling.
- Grasping, pushing, pulling, dragging and lifting boxes of files and other office items weighing 30 pounds or less.
- Mobility, vision, hearing and dexterity levels appropriate to the duties to be performed.
- Travel independently to client sites.
Work Location: Remote or in-office (Chico or Sacramento, CA)
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