Sales Support Specialist

Benefit Consultants Group (BCG) is celebrating 50 years of providing plan sponsors and participants with creative solutions and tools to meet their specific retirement needs.  Founded in 1958, BCG has expanded to include BCG Securities, Inc., a fully disclosed broker-dealer providing financial and estate planning services. 

 

Our reputation is based upon our customer service, delivered at an excellent value.Our employees share a common goal of providing outstanding customer service for our clients by maintaining the most advanced benefit tools available today.

 

BCG has an immediate need for a SALES SUPPORT SPECIALIST to provide sales support and technical advice to brokers, wholesalers and business contacts regarding new business for Benefits Consultants Group. Follow up on information requests received from outside advisors. Provide information on IRS rules and regulations, plan administration and fees. Provide proactive and responsive retirement plan sales support to distribution partners, including making introductory, unsolicited calls. 

 

Essential duties and responsibilities include the following. Other duties may be assigned.Provide sales and plan implementation support to brokers, wholesalers and business contacts through written and verbal communicationsProactive follow up on requests for proposals to solicit new business for BCGMake follow up calls in response to all outside requests for new plan informationMake proactive phone calls to introduce BCG and its products and services to distribution channels.Assist BCG Regional Retirement Plan Sales Director through BCG introduction calls, setting appointments following up on meetings and making calls to thank them for submitted business. Coordinate and Assist brokers, plan sponsors and BCG operations staff with the documentation and procedures necessary to establish a new plan with BCGAssist brokers, wholesalers and business contacts in new comparability studiesPrepare and follow up on Proposal requests.Establish and grow relationships with distribution partners.Handle special projects, tasks and requests as needed.

 

 

REQUIREMENTS:

 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

· College degree, ASPA credentials, or High School Diploma or equivalent plus 2 to 4 years equivalent experience

· Retirement Plan Experience

· In/outside sales experience with retirement plans

· Excellent organization and analytical skills

· Ability to communicate technical information to brokers, wholesalers and business contacts with clarity and compassion

· Knowledge of IRS and DOL rules and regulations

· Excellent oral and written communication skills

· Understanding of basic mathematics

· Ability to analyze a situation and determine most cost-effective solution

· NASD Series 6 or 7 license preferred

 

 

BCG offers our employees a competitive salary and benefits package, including health, life/ad&d, long term disability, paid time off, pre-tax reimbursement accounts, educational reimbursement, voluntary supplemental insurance and 401(k) plan.  This is a great opportunity to join a company poised for growth that encourages teamwork without minimizing the contribution of the individual.  We value candor and accountability, and we perform with integrity and respect.  We embrace change and we possess an entrepreneurial spirit.  Our people and our clients are our most important assets!

 

www.bcgbenefits.com

 

EOE- M/F/D/H/V