BRP Group, Inc. Bethesda , MD 20813
Posted 5 days ago
At The Capital Group, we offer Employee Benefits Consulting, Retirement Plan Consulting, Wealth Management, Risk Management, and HR Technology Consulting. Our mission is to be a valued and trusted partner to the institutional and individual clients to navigate this volatile and ever-changing world. We pride ourselves on personal service that satisfies day after day - all to keep clients coming back year after year.
POSITION SUMMARY:
EDUCATION AND EXPERIENCE REQUIREMENTS:
Bachelor of Science in Finance or Economics preferred
3-5 years demonstrated advisory, client management and plan management experience preferred.
Series 65 or ability to obtain within 6 months
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
Ability to develop a thorough understanding of our business, products, and services.
Consistently deliver a high level of proactive client service in a professional manner.
Broad background in retirement products and general investment matters.
Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business
Ability to effectively produce and deliver plan review meetings (in-person or virtual)
Ability to effectively deliver participant education and wellness seminars (in-person or virtual)
Excellent interpersonal skills and face-to-face relationship building abilities
Achieve individual and team goals for service levels, growth, and retention for assigned book of business.
Ability to lead a team and achieve goals
Strong written and verbal communication skills.
Ensure conformance with entire company guidelines and regulatory policies
Maintain and update Salesforce on existing customers
Strong quantitative and analytic skills are essential
TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
Competent computing skills that include working with the Microsoft Office suite and Salesforce
Ability to learn any other appropriate program or software system used by the firm as necessary
OTHER REQUIREMENTS:
Ability to remain flexible yet focused during stressful situations.
Attention to detail, accuracy and the ability to express complex concepts in a clear and concise manner.
Highly organized and able to quickly prioritize multiple assignments with high quality results
SPECIAL WORKING CONDITIONS:
IMPORTANT NOTICE:
EEOC (STATEMENT):
#LI-JR1
#LI-Hybrid
Click here for some insight into our culture!
BRP Group, Inc.