Remote/Some Travel
Full Time
Start Immediately
Pay: $45,000-$65,000
Our Team Members
At Leading Retirement Solutions (LRS) our goal is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!
We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non-traditional investments.
Department-wide Responsibilities
The Business Development Team consists of team members responsible for promoting the business and mission of the company. Team members serve as the face of the company, coordinating and producing all materials representing the business. Team members reach out to prospects, customers, investors and/or the community, while creating an overarching image that represents your company in a positive light. The sales team members build relationships with our customers. Team members work together to identify a customer’s unique needs and make sure those needs are met.
This a remote position, with occasional travel.
Responsibilities In Your Role
• Support and coordinate with a team responsible for servicing a book of company sponsored retirement plans.
• Maintain high levels of customer satisfaction through timely and accurate processing of client inquiries, invoicing/billing, accounting, and payments.
• Responsible for driving Accounts Receivable Call Campaigns to increase client collection of payments,
• Communicate (both in verbal and written form) with clients, vendors, and banking contacts.
• Support Human Resources and Finance administration.
• Compile data for analysis, billings, and reports using spreadsheets and other reporting software/applications.
• Maintain working knowledge of general office practices.
• Establish and maintain effective service focused relationships with co-workers, referral partners and clients.
• Provide administrative support regarding company retirement plan, wellness programs, volunteering and other benefits and employee related programs.
• Supports other departments to fulfill reporting and compliance requirements.
• Create financial transactions and financial reports, posting information to accounting journals or accounting software from such source documents as invoices to customers, cash receipts, and supplier invoices.
• Responsible for accounts receivable and accounts payable and maintaining ledgers.
• Compile metrics for reporting, tracking, and team presentations.
• Support the research and development of the Finance and Human Resources department in pursuit of company goals.
• Provide support for company events, company goals and other initiatives surrounding company culture and company mission and values.
• Responsible for driving the processes of applicant tracking, new team member onboarding, and team member exiting.
• Responsible for once weekly in office presence to process incoming mail and any outgoing materials for company.
Qualifications
•Demonstrated ability in business-to-business (B2B) sales
•Problem-solving skills to propose mutually beneficial solutions
•Proficiency with Microsoft Office
•Ability and willingness to travel for meetings with prospective and existing clients
•Excellent interpersonal and cross-functional skills - ability to think and communicate creatively and thoughtfully
•Strong organizational skills, including strong time management skills and attention to detail.
•Strong email and phone communication skills, with an emphasis in effective client communication
•Self-starter, ability to lead innovative, entrepreneurial efforts and drive for excellence.
Demonstrated ability to achieve sales goals
•5+ years of relevant experience, (Business Development and Relationship Management) particularly in the Financial Services industry
•Project management experience
•Demonstrated leadership skills
Benefits We Offer
We offer benefits including Medical, Dental, Vision and Accident after 60 days of employment. Paid Time off (PTO) and Paid Holidays are available after 90 days of employment. We also offer a company sponsored 401(k) Plan and company matching contributions, performance bonuses, and financial support for ongoing education and credentialing. We are a growing company with a casual working environment, providing each of our team members the opportunity to be a part of our company's success.
Our Team Has A Lot To Say
LRS Research
Are you aware of the Retirement Gap between men and women in business?
Updates
