VP, Client Services - Plexus Financial Services

Deer Park, IL
Full Time
PFS
Experienced

The Plexus Groupe is looking for candidates who dream big! Do you enjoy working with best-in-class solutions? Do you want to be part of a company growing faster than ever? If so, then you will want to read on!

We currently have an opening for a Vice President, Client Services within Plexus Financial Services (PFS) in our Deer Park, IL, headquarters office.

POSITION SUMMARY: 
Through expert application of Client Service Management, develop and maintain effective ladder of relationships within client, prospect and intermediary organizations.  Deliver appropriate level of service to optimize client satisfaction and loyalty while also meeting PFS business needs, specifically retention, cross sell, and overall revenue growth objectives.  Act as key contributor to the PFS team, fostering internal relationships and participating in collaborative initiatives in support of Practice objectives.     

Experience with investment analytics, plan design, recordkeeping, employee education and fiduciary best practices are desired. Series 6, 63 and 65 are desired or obtained in short order.   

Through expert application of Strategic Account Management and Consultative Selling techniques, develop and maintain effective ladder of relationships within client, prospect and intermediary organizations.  Deliver appropriate level of service to optimize client satisfaction and loyalty while also meeting PFS business needs, specifically retention, product positioning, cross sell, and overall revenue growth objectives.  Act as key contributor to the team, fostering internal relationships and participating in collaborative initiatives in support of Practice objectives. 

RESPONSBILITIES:

  • Assume responsibility and accountability for client relationships, including their satisfaction and retention
  • Through research and relationship building, develop a deep understanding of assigned client’s objectives and industry, strategy, philosophy and needs around retirement programs
  • Establish trust and credibility with key influencers at client organization, including but not limited to TPA’s, Attorneys and Trustees
  • Own development and, with/through members of Practice and other internal teams, execution of targeted client-level strategies
  • Responsible for successfully negotiating win/win outcomes around PFS fee, and other deliverables
  • Understand P&L drivers for clients and present thoughtful case for P&L decisions
  • Demonstrate executive presence and authority over subject matter in order to instill confidence in clients and influence successful outcomes
  • Keeps appropriate information and history in CRM system and client folder
  • Proactively keep Practice Leader informed of key activities with assigned clients

REQUIREMENTS:

  • BA/BS degree or equivalent experience
  • 7 -10 years of client management and/or retirement plan experience
  • Complete understanding of retirement plan design, principles, processes and products
  • High level understanding of the insurance sales and marketing process
  • Must have advanced problem-solving capabilities
  • Excellent verbal and written communication skills; must be able to explain complex issues, receive and interpret complex information, and respond appropriately
  • Ability to plan, organize, prioritize, and direct business activities
  • Self-motivated self-starter able to identify and tackle a variety of issues
  • Ability to work independently as well as in co-ordination with other members of team
  • High level knowledge of computer and word processing programs such as Microsoft Office Programs (Word, Excel, Outlook), loss forecasting software, agency management systems
  • Series 63, 6 or 7, 65 or 66 or the ability to obtain in short order
  • CRPC, AIF, QPFC, QKA/QPA designation(s) preferred

Compensation and Benefits:
The approximate annual salary range for this position is $110,000 - $150,000. Please note the range provided is a good faith estimate at the time of the posting. Actual compensation within that range is based on a wide variety of factors unique to each candidate, including but not limited to, individual qualifications, depth of experience, knowledge, skills, applicable certifications, and physical work location(s).

The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. Please access the following link for additional details: https://www.plexusgroupe.com/why/careers/

At The Plexus Groupe, we believe in putting people first, focusing on value, service and lasting partnerships, providing authentic leadership, embracing a team approach to drive accountability and innovation, and delivering straight talk to our clients and employees. Learn more about why we are #ProudlyPlexus

The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable team, cutting-edge resources, and a global network of partnerships. We specialize in comprehensive services across Benefit Administration Technology, Business Insurance, Employee Benefits, Private Client, and Retirement Services.

As a proud partner of Assurex Global—the world’s largest association of privately held insurance brokers—our risk management professionals provide tailored solutions to meet the diverse needs of our clients worldwide.

Headquartered in Deer Park, IL, with additional offices across the U.S. The Plexus Groupe is an equal opportunity employer. Visit www.plexusgroupe.com to learn more.
 

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