Lead Transition Consultant - Retirement Plans

Position Description :

This position serves as the primary liaison between the financial professional, client, regional director, and internal partners during the plan installation and conversion. This position is responsible for the installation of all new retirement plans.  This role develops and maintains professional relationships with financial professionals and clients to ensure required services are being provided to the client. As the client's first impression of the home office, this position is responsible for ensuring a smooth transition from sale to service.

Position Location :

This position is remote (USA) and does not require regular in-office presence.

What you do :

• Develop relationships with plan sponsors, financial professionals, & TPAs.
• Coordinate the transfer of plan assets, generate affiliated notices, and direct allocation of transferred assets.
• Support and coordinate with the sales team for assigned region.
• Advocate the implementation process to internal and external parties including but not limited to associates, financial professionals, TPAs, and clients.
• Own timely, professional, and accurate resolutions to client concerns, questions, and problems possibly during high stress situations.
• Drive client service initiatives including process improvement to enhance client experience.
• Maintain risk awareness and regulatory knowledge.
• Coordinate changes required by the compliance team based on legally required changes.
• Allocate and verify asset transfers ensuring money has been allocated appropriately and balances are correct.
• Ensure smooth transition for on-going service through conversion of plan to the client service team(s).

What you bring :

What we offer :

A meaningful mission. Great benefits. A vibrant culture

Ameritas is an insurance, financial services, and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect and things you don’t :

Ameritas Benefits

For   your money :

For your time :

For your health and well-being :

For your professional growth :

For your community :

For your family :

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity / Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline

This position will be open for a minimum of 3 business days or until filled.