Consultant

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)

Originally posted on Himalayas