BCG Securities Administrative Jobs

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SUMMARY: The purpose of this position is to manage the relationship between BCG and its clients (brokers, plan sponsors, participants, mutual fund contacts, trustees) via phone, email and/or face-to-face. Type of plans to be managed by an employee in this position would consist of, but is not limited to, the following: 401(k), Profit Sharing Only, Money Purchase & Safe Harbor. Case Load: 150-250 a...

Provide sales support and technical advice to brokers, wholesalers and business contacts regarding new business for Benefit Consultants Group. Follow up on information requests received from outside advisors. Provide information on IRS rules and regulations, plan administration and fees. Provide Proactive and responsive retirement plan sales support to distribution partners. ESSENTIAL DUTIES AND ...