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Overview:
AssuredPartners of Colorado is excited to add a Series 6, 63, and/or 65 licensed Retirement Account Executive to our growing business in Denver, CO!
As experts in protecting what matters most to businesses and individuals, the Account Executive will partner with our sales team and deliver exceptional retirement plan solutions to our growing client base, as well as work independently to lead day-to-day management of current clients’ qualified plan programs.
As one of the fastest growing benefits and risk management consultants in the U.S., we are excited to bring on those interested in continuing to grow their career in the retirement plan industry. Opportunity awaits you with us!
Why This Role?
- Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in retirement plan field
- Provide mentorship and leadership to other team members, contributing to the growth and development of books of business
- Opportunity for upward mobility and advancement opportunities across AssuredPartners!
What You’ll Do:
- Client Support
- Lead meetings with clients, including meetings at client locations
- Responsible for providing comprehensive client support and act as main client contact for book of business
- Provide proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications
- Effectively manage difficult client communications
- Support in client retention by maintaining a positive relationship and image with clients
- Account Management
- Prepare for and lead meetings
- Review and support plan communication by presenting data based on financial review standards
- Agency management.
- Own all audit and review processes for assigned book of business
- Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation
- Support maintenance of CRM, communication system, and other tools
- Expertise
- Develop and maintain strong personal relationships with appropriate vendors. Proficient in investment and asset reporting; can negotiate with providers as needed
- Fluent in the client’s industry and current events that can modify the needs of the client
- Review changes in vendor offerings and relay information to the larger service team
- Leadership
- Mentor or formally direct the work of more junior team members including Account Coordinators, Account Managers, and Senior Account Managers
- Facilitate and collaborate with account team on the agency’s retention strategy
- Client Strategy
- Provide clients with tailored retirement plans and review methods of handling risks. Work with the producer to write new business
- Educate clients concerning the regulatory environment and assist clients with compliance issues as necessary
- Other duties as assigned
- Some travel may be required
What’s in it For You?:
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
- Colorado Residents Base Salary: $90,000 – $100,000 (commensurate upon experience)
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
What You’ll Need:
- 5+ years of related experience and/or training preferred, or demonstrated skills listed below.
- Current Series 6, 63, or 65 license(s) required.
- Comprehensive knowledge of available employee benefits coverages based on business classification, as well as informed on industry trends and client retention strategies.
- Highly developed problem solving and solution-design skills; strong written and verbal communication skills.
- Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees.
- Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.
- Skilled in use of agency management software with the ability to quickly learn new systems and processes.
Grow, with us:
AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even more proud of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
