New Business Consultant

at  Integrity Marketing Group

ABOUT RETIREMENT PLAN CONSULTANTS

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.
We believe in the growth of our employees and provide opportunity for advancement by providing the training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.

JOB SUMMARY

The New Business Coordinator will serve as the primary contact for new retirement plans onboarding to our Retirement Plan Services platform. This role plays a key part in ensuring a seamless transition for new clients by collaborating closely with various internal departments. The successful candidate will manage the end-to-end setup process, from initial onboarding through final plan activation, ensuring high customer satisfaction and smooth plan implementation. This role requires strong organizational, communication, and problem-solving skills to handle multiple plans simultaneously and foster strong relationships with advisors, plan sponsors, and internal stakeholders.

PRIMARY SKILLS & REQUIREMENTS:

• Proficiency in Microsoft Office and Windows; advanced computer skills are essential.
• Strong organizational abilities with an exceptional eye for detail.
• Ability to handle multiple projects and meet tight deadlines in a fast-paced environment.
• Self-motivated with a strong capacity for managing various types of retirement plans.
• Thorough understanding of procedural guidelines with the ability to follow through efficiently.
• Exceptional customer relationship management and interpersonal skills.
• Excellent written and verbal communication abilities.
• Strong analytical skills with the ability to troubleshoot and solve advanced problems.
• Demonstrates sound judgment and decision-making skills.
• Experience working cross-functionally with diverse teams to achieve common goals.
• Creative thinker with the ability to develop trusted relationships and offer innovative solutions.

• Oversee the onboarding and setup of 35-45 new retirement plan sales, varying in size and complexity.
• Manage the complete process for both new startups and plan transfers from initial setup to completion.
• Act as the single point of contact for advisors and plan sponsors, ensuring clear and effective communication throughout the onboarding process.
• Schedule and coordinate the plan transfer, ensuring all milestones are met on time.
• Provide training to plan sponsors on submitting payroll contributions and system navigation.
• Assist plan sponsors with plan design, setup questions, and compliance-related concerns.
• Oversee the accurate setup of plans in PensionPro, including plan documents, enrollments, and other required details.
• Deliver high-quality customer service to enhance client satisfaction and build strong, trusted relationships.
• Work collaboratively with multiple internal departments to ensure a smooth implementation and transition process.
• Identify opportunities for improving product delivery, plan implementation, and customer experience, and provide actionable recommendations.