Offer summary

Qualifications:

Bachelor's degree and a minimum of five years related experience or equivalent education/experience., Strong presentation, written, and verbal communication skills., Proficiency in advanced Microsoft Office applications., Ability to analyze data and interpret technical instructions..

Key responsabilities:

Develop and maintain relationships with prospective clients to generate revenue.

Report on competitive analysis and customer retention initiatives.

Perform plan design consulting services and assist in contractual agreements.

Support the sales team with forecasting and external communications.

Job description

This job includes a base rate plus commissions. Total Potential Annual Earnings: $75,000-$190,000
To market and sell EPIC's services to financial institutions, including investment advisors, banks, retirement plan administrators and payroll companies Support personnel in facilitating timely delivery of service and customer satisfaction.

Education and Experience:

Bachelor's degree and a minimum of five (5) years related experience or equivalent combination of education/experience

Skills and Abilities:

Ability to effectively present information and respond to questions from company management to participant levels for prospective and current clients. Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to define problems, collect data, establish facts, and draw conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or written form and deal with several abstract and concrete variables.
Must have knowledge of advanced Microsoft Office applications. Position requires domestic travel for client meetings, conferences and trade shows. Willing to work overtime as necessary.
Must have superior presentation, written and verbal communications skills. Must have the ability to write and proofread proposals and request for proposal responses, and presentations.

Tasks Performed:

40% Develop prospective client relationships and follow up on referrals within the assigned region to identify opportunities to generate additional revenue through marketing and sales of all EPIC services. Support existing and new product positioning and development while delivering superior customer service at a profitable margin.
20% Report on external activities to include competitive analysis, major customer issues, customer retention, existing customer sales and initiatives. Work with management to promote continuous business and process improvement.
15% Maintain working knowledge of all EPIC tools, web technology and other available resources.
15% Perform Plan design consulting services as required by client or prospective client. Assist in the development of contractual agreements between EPIC and the financial institutions and/or direct clients. Negotiate exception fees or terms with EPIC approval when standardized schedules are not applicable. Coordinate with conversion and administrative teams to assist in the smooth transition of new clients.
5% Support sales team with forecasting and external communications/meetings as required.
5% Other duties as assigned.

Physical Requirements:

Communicate effectively with internal and/or external customers
Stationary 75% of time or greater
Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees:

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week:

Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees:

Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.