Employer Retirement Solutions Specialist

Trilogy Financial is looking for an Employer Solutions Specialist. The Employer Solutions Specialist serves as a centralized resource to the Employer Retirement Solutions (ERS) team, which ultimately serves our advisors and their clients regarding overall business retirement plans. This may include supporting advisors inquiries, assisting in plan design, product analysis, researching vendors, and proposal generation. The position requires extensive contact with internal staff to provide retirement plan updates.

Benefit Summary

Trilogy Financial values their employees like families. The following are some of the benefits of a career with Trilogy Financial:

• Competitive Compensation


• Comprehensive Health, Dental and Vision Insurance


• Life and Disability Coverage


• Paid Time Off and Holidays


• 401(k) matching


• Eligible Profit Sharing


• Career Development, Mentorship and Education


• Team Events and Parties


• Achievement Awards and Trips

Company Summary

Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the over $3 billion in assets they have entrusted to us. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit.

No Sponsorship Available.

PM21

Key Responsibilities:

Prospecting:

• Present different pricing options, either directly or through advisors.


• Work with advisor team to identify retirement plan opportunities within existing books of business.


• Collect plan/census information from prospects.


• Analyze information to review current plan or illustrate possible plan design (RK comps fee analysis, plan design sheets, fee benchmarker, Fi360/fund analysis). Work with TPAs and RKs to get PS/CB illustrations when needed.


• Initiate start-up and conversion plans with TPA and/or RK.


• Present analysis and/or illustrations to clients.


• Follow-up on process throughout start-up make sure everything is on track and make sure what the clients expressed they wanted in initial discussion is what is reflected in their actual plan.


• Make sure PSIMAs are sent out to all new/conversion plans.

Onboarding:

• Gather company information, create adoption agreements, write proposals, and connect clients with advisors for enrollment meetings.


• Manage new client onboarding and implementation process. Assist in selling and servicing retirement plans, including ordering proposals, developing product comparisons, and coordinating details to implement or convert plans.


• Communicate with advisor/educate advisor about enrollment meetings.


• Create enrollment materials for advisor to use (PowerPoint, enrollment guides, who to call).


• Collect information for CB plans so advisor knows what to include when opening accounts with Advisor Services.


• Submit the process in Practifi

Education:

• Assist in creation and maintenance of business development ideas and marketing materials. Plan and organize retirement-related workshops, meetings and campaigns.


• Assist with managing and execution of enrollment and education programs for plan participants. Recommend changes to the team as appropriate.


• Walk clients through funding safe harbor/profit shar/cash balance plans.

Support:

• Point of contact for any retirement plan inquiries regarding enrollment, rollovers, loans, and any other account servicing needs.


• Maintain retirement related database, include: fiduciary file and compliance.


• Perform due diligence on investment options on a quarterly basis. Ensure plan documentation and reporting requirements are in compliance.


• Partner with the Retirement Plan team to keep fee benchmarks up to date for client reviews.


• Administrative help when needed (e.g., helping to complete forms for RIA changes, plan amendments, identify payroll/admin issues and help to resolve them, plan terminations).

Minimum Qualifications

• Bachelor's degree is preferred.


• 3 years of experience in the workforce.


• Proficient in Microsoft Outlook and Microsoft Office Suite, including PowerPoint.


• Preferred candidate has knowledge of qualified plans, ERISA regulations, and plan administration.


• FINRA securities licenses (or interest in obtaining) is preferred.

Skills Requirements

• Ability to maintain a high level of accuracy in preparing and entering financial data.


• Ability to apply analytical and problem-solving skills.


• Organizational skills with the ability to multi-task, prioritize, and meet deadlines.


• Communication and interpersonal skills.


• Consistently produce accurate and high-quality deliverables.


• Self-motivated to learn and improve. Resourceful and detail-oriented.


• Ability to work independently with minimal supervision.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. This job description does not constitute a contract of employment; the company may exercise its employment-at-will rights at any time.

Note:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

Compensation details: 25-28 Hourly Wage

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