Retirement Plan Transition Specialist


We are open to full-time remote employees from any US city. Should have the ability to come to the Bethesda, MD office for initial training.

General Description:

The Transition Specialist is responsible for project management during the conversion of a retirement plan client from one recordkeeping platform to another. During this three-month process, the Transition Specialist will be the client’s primary contact for inquiries regarding the conversion, will participate in weekly timeline calls, and will be responsible for ensuring all best practices are followed throughout the process. The Transition Specialist will work closely with the retirement client’s assigned Plan Advisor, and with the assigned conversion manager from the recordkeeping partner.

The Transition Specialist role is a salaried position, but comes with a revenue based retention bonus. All employees are encouraged to prospect and build their own book of business (sales not required) on which they are able to earn commissions if appropriately licensed ( with series 65 or Life and Health License).

This is an excellent opportunity to gain exposure in working with multiple retirement plan providers.

Job Responsibilities:

  • Conversion project management
  • Participate in weekly status calls
  • Client relationship management during the conversion
  • Develop transition participant communication plan
  • Conduct participant education seminars, in person or via webinar, to explain the transition process.
  • Ensure adherence to NFP transition best practices.

Required Experience/ Characteristics:
  • At least 3 years’ experience working with defined contribution retirement plans; 5+ years preferred
  • Basic knowledge of investments
  • Good understanding of retirement plan design & compliance requirements
  • Must be customer-service oriented, and work well in a team environment
  • Willingness and ability to learn on the job
  • Very good organization skills
  • Ability to work with computer databases and Microsoft Office Suite

Licenses:
  • Series 6,63 & 65 or Series 7 & 66 are recommended, but not required
  • Life & Health license is recommended, but not required.
  • Retirement plan designation preferred, but not required.


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