About Olson, A Division of Patriot Growth Insurance Services: The Olson Group, located in Omaha, Nebraska, is an employee benefits consulting firm with an emphasis in retirement planning and group insurance plans. Since its inception in 2003, The Olson Group has continued to provide outstanding customer service and retain 90% of its customers for more than 15 years.

Position Overview: The Retirement Solutions Specialist plays a crucial role in providing exceptional customer service to The Olson Group’s group retirement participants and individuals wealth planning clients. This position is responsible for managing various administrative tasks, maintaining client relationships, and ensuring the smooth operation of the retirement solutions department.

Work Arrangement: This is a full-time, hybrid position with a possibility for remote work reporting to our office in Omaha, NE.

Professional Responsibilities:

• Provide outstanding customer service to group retirement plan participants and individual wealth planning clients.
• Address inquiries, concerns, and requests promptly and professionally via email and phone.
• Maintain a high level of client satisfaction through attentive and personalized interactions.
• Manage appointment scheduling for clients and update the future calendar to ensure timely follow-ups.
• Coordinate meetings, activities, and paperwork involved in servicing both group and individual clients.
• Utilize Salesforce and other tools for efficient calendar management and scheduling purposes.
• Conduct regular reviews of quarterly production to assess client performance and identify areas for improvement.
• Perform annual reviews for individual wealth planning clients, ensuring their financial goals are on track.
• Facilitate annual reviews for group retirement plan clients and participate in any special meetings required by clients.
• Maintain accurate and organized records of client interactions, activities, and paperwork.
• Generate reports using Salesforce and other software tools to track client progress and analyze key performance metrics.
• Build and nurture strong relationships with clients, understanding their unique needs and preferences.
• Proactively follow up with individual wealth planning clients to provide updates, answer queries, and offer additional support as needed.

Qualifications and Requirements:

• 3 to 5 years of experience in retirement plan management
• Nebraska Life and Health Insurance License
• Series 6, Series 7, Series 63/65/66 Professional Licenses
• Bachelor’s Degree in Business Administration, Finance, or a similar field
• 5 or more years of experience in retirement plan management (preferred)
• Chartered Mutual Fund Counselor (CMFC) certification (preferred)
• Accredited Investment Fiduciary (AIF) certification (preferred)
• Possess a comprehensive knowledge of retirement plan types and regulations, including 401(K), 403(b), 401(a), 457(b), and 414(h), mutual funds, and the modern investment theory.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success, and other tools used for client management and communication.
• Proficiency in using software systems, including Customer Relationship Management (CRM) system, and Microsoft Office Suite.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
• Authorized to work in the U.S. without sponsorship

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.