Highlights
Retirement Plan Advisor Leading Retirement Provider Southern California TheRetirement Plan Advisor is the strategic consultant for institutional retirement plan clients. Lead high level client meetings that include annual plan, investment, and fiduciary reviews.
Numbers & Facts
| Location | Orange, CA |
| Industry | Other/Not Classified |
| Company Size | 10,000 employees or more |
| Website | http://srsdistribution.com |
Description
Retirement Plan Advisor Leading Retirement Provider Southern California TheRetirement Plan Advisor is the strategic consultant for institutional retirement plan clients. The position is responsible for the overall retention and proactive client satisfaction. Responsibilities Consult with plan sponsors to ensure client satisfaction and drive key results. Lead high level client meetings that include annual plan, investment, and fiduciary reviews. Provide key insights on plan design, industry trends, legislation, funding, etc. Facilitate and lead participant meetings including one-on-one to driving plan participation. Work with clients on RFP's and benchmark vendors. Collaborate internally with other team members to meet deliverables and provide exceptional client service #LI-SA1
About Company
SRS Distribution Inc. has the strongest national network of independent roofing distributors with the most talented team of people working together to deliver the industry's best products and services. We have hundreds of locations in 44 states and continue to grow year-over-year. Our website has the latest list of branches.
In addition to our commitment to customer focus, SRS strives to become the preferred employer in the industry with highly-motivated and engaged employees operating in an entrepreneurial culture. This continual growth has established SRS as one of the fastest growing building products distribution companies in the U.S. SRS is a private company sponsored by Leonard Green & Partners and Berkshire Partners LLC, while being led by a management team of industry veterans. Find out more at www.srsdistribution.com.
SRS believes in hiring military veterans at any level for any position. We know your service trained you in many of the areas that we value, such as; leadership, teamwork, performance, integrity, and safety. If your experience matches our requirements, we want you to apply today.
Typical Opportunities:
Branch Operations
- Branch Management
- CDL Driver
- Inside Sales (Sales Administration)
- Warehouse Personnel
- Roof Top Loader/Striker
Branch Outside Sales
- Territory Management
Corporate
- Administration
- Accounting and Finance
- Fleet
- FP&A
- Financial Services
- Human Resources
- Information Technology
- Legal
- Marketing
- Pricing
- Procurement
- Safety
University Programs
- Management Trainee
- MBA Leadership Development Program
- Summer Internship
Benefits:
Health
- Choice of medical plans (includes a wellness plan and telemedicine)
- Vision Plan
- Choice of dental plans
- Basic Life Insurance paid by SRS
- Employee Assistance Program (EAP)
- Additional Life Insurance for employee and members of family available
- Short-Term Insurance available
- Long-Term Insurance available
Financial
- 401(k) Retirement plan with an opportunity for company match
- Compensation plans that include a competitive wage and bonus opportunities
- Paid weekly for all salaried and hourly employees
- Flexible Spending Account
- Dependent Care FSA
- Pre-Paid Legal
- Identity Theft
- Discounts on our products
- Vendor discounts
Paid Days Off
- Paid vacation
- Paid birthday
- Paid holidays
- Paid day of giving
- Personal time off after 1st year
- Jury duty
- Bereavement pay
Can’t put a price tag on these benefits
- Training and development, because we believe in hiring from within.
Fun events at corporate and branches.