Workplace Planning and Guidance Consultant

Where

Sacramento, CA

What you'll be doing

The Planning and Guidance Consultant (PGC) support their client through the use of guidance tools, delivering employee meetings, providing direction on how to utilize company investments and collaborating with the plan administrator and HR department to address any needs or concerns. The PGC strive to ensure that participants are prepared to make better decisions regarding their financial retirement readiness while ensuring industry leading customer satisfaction results are achieved. Provide investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services and assists customers with implementing guidance recommendations, while acquiring, retaining, and developing assets. Deliver high quality face-to-face employee meetings for retirement plan participants including enrollment meetings, transition meetings, general education meetings, advanced investment meetings, regional workshops and benefit fairs as well as coordinate the preparation and delivery of the employee meetings with attention to detail and client satisfaction. Develop local efforts and implement national initiatives to grow business through customer contact, workshops, lead generation, and local branding with the collaboration of the plan administrator and the HR department. Negotiate with client contacts to uncover/address concerns and act as the liaison between the client and internal business partners enhancing the relationships to ensure company overall ongoing success. Effectively create the best possible customer experience for the participant and plan sponsor while meeting the clients broad range of investment needs.

What your background should be

Series 7, 63, 65 & insurance licenses are required. 5 years minimum financial services industry experience. Demonstrated consultative skills. Proficient in the guidance offering. Ability to meet or exceed business development goals. Strong public relations acumen with an ability to engage in effective public speaking.Institutional & retail product knowledge.

Required Schooling / Training

Bachelor degree is highly preferred but not required.

Who is the client company

This is an American multinational financial services corporation.

If you are interested in this position, send your resume to apply@kochdavis.com