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Retirement Planning Pricing Analyst 2
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Job Description
- Req#: 47207
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary up to $98,400 per year
- Opportunity to participate in a bonus program based on individual performance
- Flexible Time Off (FTO) policy allowing paid time away from the office without a set number of days
- Pension eligibility for retirement planning
- Work environment offers in-office, hybrid, and remote arrangements based on location
- Commitment to a purpose-led mission to make financial security accessible to all
What to Expect (Job Responsibilities):
- Prepare fee quotes for assigned sales and service teams, including the Total Retirement Suite
- Evaluate client investment lineups and provide solutions to support asset management strategies
- Analyze the competitiveness of fee quotes and service packages to advise field partners and leaders
- Conduct various job-related duties and special projects as needed
- Collaborate with Sales and Service teams to retain retirement plan business
What is Required (Qualifications):
- Bachelor's degree or equivalent experience
- 4+ years of experience in financial retirement plan operations, customer care, or administrative roles
- Knowledge of retirement plans, products, investments, industry laws and regulations
- Ability to provide prompt and courteous service to all customers
- Strong ethical standards in professional conduct
How to Stand Out (Preferred Qualifications):
- Experience with Excel and Salesforce
- Strong time management and multitasking abilities
- Excellent communication skills
- Demonstrated ability to coach and mentor less experienced employees
- Familiarity with the competitive environment in financial services
#FinancialServices #RetirementPlanning #CareerOpportunity #FlexibleWork #CompetitivePayAbout the company
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