Exclusive Plan Administrator Opportunity In Northern California - Chico and Sacramento, CA Associated Pension Consultants (APC) unique business model was developed to reward employee s for their company contributions beyond the offerings of most TPAs . The average tenure of many of our employees is over 20 years and this is no fluke . APC is currently searching for a candidate for Chico and Sacramento , CA as a result of continued growth and the upcoming retirement of a long -time employee . We are excited to extend this rare opportunity. Established in 1974, APC services over 3,000 clients across the country . The Company offers a novel approach to plan administration . APCs administrators manage a diverse caseload of small to medium sized DC , DB, and hybrid plans. They are responsible for maintaining this book of business via an extremely high touch business model , which allows for a balance of time spent out visiting clients and in the office . Our administrators have great discretion over h ow they organize their work schedules to best meet the needs of their clients and themselves. Qualifications : 3+ years in pension administration or related financial services industry with substantial client interaction preferred Driven , disciplined individual that excels working with a team and independently Ability and desire to travel locally often and regionally at times Excellent communication and presentation abilities Benefits: Salary and sales based commissions, with t he expectation for growth into a more robust revenue based compensation program that could lead to six -figure income potential 401(k) plan, 100 Employer Paid Medical, Dental and Vision for our employees (dependent premiums extra) , plus discounted AFLAC and pre-paid legal services Financial support toward industry certifications It would be our pleasure to discuss this unique opportunity with you ! How to Apply : Please contact us directly at hr@e -apc.com with your resume, cover letter and salary requirements. For more information about APC please view our website at www.e -apc.com Job Description Job Title: Consultant Department: Consulting Reports To: President or VP FLSA Status: Exempt Locations : Sacramento, Chico POSITION SUMMARY To generate new business through new plan sales and takeovers, to create and maintain a clientele within the APC system and to develop and maintain a referral network of CPAs, Financial Planners, Brokers and Attorneys. To interact with clients, advisors a nd APCs internal support staff to service clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Serve as primary client contact; handling client phone calls, written correspondence, resolving problems and questions and provide employee presentations when req uested Deliver Annual Reports as necessary Review invoice accuracy Ensure all information (i.e., trust information, census and other documents) received from the client is complete, on time and forwarded to appropriate department. Request additional/missi ng information from client as needed Review plans for appropriate design and make plan design recommendations to client as necessary Contact client regarding fee collections when client does not respond to current billing system Ensure compliance of filing deadlines Document all pertinent client conversations under Note tab in Goldmine Review aging reports, make follow -up calls and send letters per follow -up procedure Educate client about APC functions and timelines Sell new plans and acquire takeover clien ts Generate new referral sources and market existing referral sources Meet established marketing goals Maintain satisfactory attendance hours both on and off -site to ensure completion of all responsibilities AUXILLARY DUTIES AND RESPONSIBILTIES Maintain t echnical expertise to perform the above duties Other duties may be assigned KNOWLEDGE - SKILLS - ABILITIES Ability to travel and work beyond normal business hours. Knowledge of effective sales tactics and techniques Knowledge and proficiency in Microsoft Office, predominantly Word and Excel applications preferred Knowledge of relevant pension plans Excellent communication skills (written and verbal) Excellent math, analytical and organizational skills Ability to develop and deliver client sales presentatio ns Ability to interpret complex technical literature Ability to meet sales goals Associated Pension Consultants Ability to work independently with little supervision Ability to speak, read and write in English Ability to concentrate MINIMUM QUALIFICATIONS Three years in pension or related financial services industry College degree in Business Administration, Finance, Marketing or related field preferred or equivalent professional experience Minimum of one year sales experience Able to travel to client sites (Valid drivers license and proof of insurance required at all times). Registration in the DMV Pull Program required PHYSICAL / ENVIRONMENTAL CHARACTERISTICS Work is performed in an office environment and requires: Sitting for prolonged periods of time using a computer keyboard, mouse, and screen Standing, walking, and may require twisting, reaching, bending, crouching and kneeling Grasping, pushing, pulling, dragging and lifting boxes of files and other office items weighing 30 pounds or less Mobility, vision, hearing and dexter ity levels appropriate to the duties to be performed Travel independently to client sites