Employee Benefits Officer |
| Location: | Michigan City, IN |
| Type: | Full Time |
| Department: | Horizon Trust and Investment Management |
| Description: | Work with clients discussing investments, plan document/compliance issues and complete employee education sessions.
Develop new client relationships and manage the day to day activities of the retirement plan area.
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| Duties: | Manage existing relationships and instill confidence in client.
Conduct employee education sessions and discuss plan benefits
Discuss plan investments documents and compliance with clients
Prospect, solicit and sell Employee Benefit Retirement Plans through networking, referrals and centers of influence through in-person meetings, calls and e-mails.
Create & present proposals and presentations as well as follow up with prospective clients.
Maintain knowledge of present product offerings and general business trends.
Participate in networking and community events to enhance awareness of product availability.
Provide leadership in the day-to-day operations of the retirement plan area.
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| Qualifications: | 5+ years of demonstrated retirement plan experience (ASPPA, CEBS or other retirement plan designation, a plus).
Knowledge of Retirement Plans and ERISA.
Possess knowledge of Balance Forward and Daily Valuation recordkeeping (and ability to review them).
Active in local business community.
Ability to apply critical thinking and problem solving skills along with possessing excellent interpersonal and communication skills.
Able to adjust approach based on each client’s situation (review potential conflicts, show value of our products and develop trust from client).
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