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 Client Service Consultant - Regional

Details
Country: USA
Location: California-San Francisco Walnut Creek
Total applied: 40
Client Service Consultant - Regional

From day one The Standard has worked hard to make a difference, by being different In 1906, our founder Leo Samuel chartered the first locally-based life insurance company to champion the communities of the Pacific Northwest. Today, his philanthropic spirit lives on. Every day, we follow in the footsteps of our founder by our involvement in the communities in which we live. Vibrant, healthy communities provide opportunities for people and a positive environment in which to live and do business. We believe that we have a responsibility to help build and maintain such communities. Our investment in social service, health, arts, education, environmental and civic causes is part of our commitment to building lasting relationships with our employees, customers and communities. Job Description Client Service Consultant - Regional At StanCorp Equities, Inc., the retirement plans sales and marketing arm of The Standard (www.standard.com) we are committed to helping people achieve financial security so they can confidently pursue their dreams. If you like to make a difference and stand out from the crowd, consider pursuing your career dreams with us. This position is working for one of our fastest growing divisions, StanCorp Equities Inc. As a Regional Client Service Consultant, your role will be to service and manage the clients within your region in partnership with the sales team. Join us, and discover our fresh, honest approach to relationships, and our commitment to the communities we serve. Primary responsibilities for this position include: - Develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact such as on-site visits and proactive phone calls, professional negotiation, responsive communication and problem resolution. Act as a liaison between home office departments and the customer to initiate plan improvements and resolve issues. - Provide plan design consulting services. - Drive client retention by delivering annual plan review to decision makers as well as initiate proactive client contact and meetings. Provide investment advisory service, fund lineup updates, and regulatory reports. - Coordinate and assist in the installation of assigned new groups with the plan sponsor and channel relationships. - Facilitate and deliver all aspects of the enrollment, re-enrollment, and education process. To succeed in this exciting role you will need: - Three or more years demonstrated client service/relationship management experience in the retirement plans field, or an equivalent combination of education and/or relevant experience. - Advanced knowledge of qualified plans, investments, Department of Labor regulations, ERISA, IRS code pertaining to retirement plans, compliance issues, and legislative acts. - Professional certification required: NASD Series 6, 63, and 65. Retirement plans industry certification is a plus. ASPA designation is a plus. - Bachelors Degree required. Degree or experience in Business Administration preferred. - Strong customer service skills including advanced presentation and negotiation skills, strong oral and written communication skills and the ability to effectively communicate with diverse audiences. Bilingual Spanish skills a plus. - Ability to travel within the assigned territory up to 50% of time, including the ability for overnight travel of up to 10% within the assigned territory. Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Equal Opportunity employers. If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=560893-3-403 www.standard.com

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