Retirement Plan Account Manager at Wilshire Benefits Group Inc

Troy, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

19 May, 26

Salary

80000.0

Posted On

18 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organizational Skills, Prioritizing Skills, Verbal Communication, Written Communication, Interpersonal Communication, Presentation Skills, Relationship Building, Self-Starter, Proactivity, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Confidentiality, Ethical Standards, Retirement Plan Administration, Financial Planning

Industry

Insurance

Description

Description Are you ready to make a significant impact by combining your skills and passion with a team that values your contributions and invests in your growth? At Wilshire Benefits Group, we’re seeking a dynamic, driven, and proactive Retirement Plan Account Manager to join us on our mission to deliver exceptional service and support to our valued clients. As a key member of the Retirement Planning team, you will play a strategic role in expanding our retirement services, growing the book of business and plan participation, and providing expert financial guidance. Your proactive approach and problem-solving abilities will help us exceed expectations and make a meaningful impact every day. Your duties will include: Collaboration: Work closely with leadership and team members to strategize, share insights, and ensure cohesive teamwork; Partner with other departments and outside channel partners to align with company growth targets Client Engagement: Coordinate and prepare for client reviews, manage enrollments, and support compliance testing and government filings. Employee Support: Provide clear guidance on 401(k) loans and transfers, lead educational sessions, and conduct one-on-one meetings. Plan Management: Set up and maintain retirement plans using vendor systems, analyze data, and recommend plan changes Wealth Management: Conduct individual financial planning to help individuals review estate planning, life insurance needs, annuities, long term care solutions, and other products. Relationship Building: Foster strong relationships with colleagues and vendors to enhance communication and service. Data Integrity: Gather, audit, and maintain accurate reports and documents. Communication Excellence: Create and refine materials to ensure clarity and compliance. Special Projects: Take on projects, demonstrating flexibility and commitment to team goals. Requirements Our successful candidate will bring the following skills, abilities, and experience to this exciting role: Stellar organizational and prioritizing skills Top-notch verbal, written, and interpersonal communication abilities Engaging presentation skills with the ability to address and present complex financial information clearly and professionally. Talent for building strong relationships with clients and vendors Self-starter attitude with flexibility to meet client needs Proactive in seeking and implementing improvements Proficiency in Microsoft Word, Excel, and PowerPoint Commitment to maintaining confidentiality with demonstrated moral and ethical standards Series 6 & 63 qualified (or willing to achieve within a year) Experience in administering retirement plans and annual plan reviews for Plan Sponsors helpful At least 2 years of financial or Qualified Retirement Plan experience preferred Familiarity with Northwestern Mutual systems and platforms a plus At Wilshire Benefits Group, we celebrate partnerships, encourage growth, and inspire creativity. We offer a robust and competitive benefits package and an award-winning work environment. Ready to join the team and become a contributor to our intentionally-different approach? Apply now!

Responsibilities

The role involves strategically expanding retirement services, growing the business, and providing expert financial guidance through client reviews, enrollment management, and compliance support. Duties also include setting up and maintaining retirement plans, conducting individual financial planning sessions, and fostering strong vendor relationships.