Retirement Plan Marketing Specialist
Renaissance Financial - ST Louis, MO, United States![Renaissance Financial](/api/image?src=https%3A%2F%2Fgeneral-board-default.s3.us-east-2.amazonaws.com%2Fpublic%2Fimages%2Fdesk-360x180.webp&w=640&q=75&f=webp)
Work at Renaissance Financial
Overview
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Overview
Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom... one relationship at a time. Our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our employees.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to provide tailored retirement proposals through comprehensive analysis. The Retirement Pan Account Specialist will foster strong relationships with vendors while maintaining in-depth market knowledge to develop proposals. The role provides administrative assistance and support to Renaissance Financial advisors and their retirement plan clients.
Primary Responsibilities
- Monitor and manage retirement plan prospects and maintain comprehensive prospect files.
- Request and obtain retirement plan proposals from vendors.
- Prepare detailed cost comparison and develop proposal presentation materials for client meetings.
- Inform relevant vendors upon the successful sale of a new retirement plan.
- Collect and verify initial data required to initiate the retirement plan implementation process.
- Develop and manage comprehensive marketing campaigns targeting Advisors including email blasts, events, and promotional activities to enhance engagement and drive interest in retirement plan solutions.
- Cultivate and maintain strong relationships with vendors to ensure effective collaboration, seamless proposal processes, and the timely delivery of high-quality retirement plan solutions.
- Update and maintain accurate plan information in Salesforce and other department records.
Essential Characteristics
- High level of interpersonal skills to handle sensitive and confidential situations.
- This position requires demonstrated poise, tact and diplomacy.
- Ability to interact and communicate with individuals at all levels of the organization.
- Follow and give general oral and written directions, ability to organize and manage multiple priorities, ability to work independently, understanding and experience with personal computers, enter data quickly and accurately.
- Work requires attention to detail in things such as composing, typing and proofing materials, establishing priorities and meeting deadlines.
- Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
- College degree preferred; must have High School diploma.
- Two or more years of experience in an office environment preferred.
- Working knowledge of retirement plans preferred.
- None
Proficiency in the use of computer programs for:
- Microsoft Office Suite (including Word, PowerPoint, Excel, Outlook, OneNote)
- Databases
- Intranet
- Adobe Acrobat
- Computer
- Voice messaging systems
- Fax
- Photo copier
- Typing of at least 50 wpm
- Professional office environment.
- Standard work week.
- Rarely required to work overtime hours.
- No travel.
Benefits and Incentives
- Employer Paid Medical Insurance.
- Generous employer contributions of up to 10% of team member eligible compensation annually.
- Potential for Annual Variable Compensation and Bonuses.
- Employer Licensing Coverage and Growth Opportunities.