retirement income specialist

USAA

Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do:<ul><li>Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas.</li><li>Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals.</li><li>Conducts data analysis to influence strategy to achieve business outcomes. </li><li>Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income.</li><li>Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.</li><li>Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members.</li><li>Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. </li><li>Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. </li><li>Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. </li><li>Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees.</li><li>Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.</li><li>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li></ul> What you have: <ul><li> Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) </li><li> May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. </li><li> RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. </li><li> 8 or more years of related experience in financial services operations to include process improvement and business analysis. </li><li> 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. </li><li> Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income </li></ul>What sets you apart: <ul><li> US military experience through military service or a military spouse/domestic partner </li><li> Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) </li><li> Current Life and Health (Group 1) license </li><li> MBA or master's degree in a financial or business-related field </li><li> CERTIFIED FINANCIAL PLANNER (CFP ) designation </li><li> 10 or more years of Retirement Planning and/or Annuity experience. </li><li> 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. </li><li> 3 or more years of direct leadership experience over other managers (leader of leaders) </li><li> RICP (Retirement Income Certified Professional) Designation </li><li> Experience managing a team of investment advisors in a call center environment. </li></ul>Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <img src="https://www.jobg8.com/Tracking.aspx?idZ%2bdN1PYqV5omt0%2brwGKZEbVkM29Guon" width="0" height="0" />

Director, Retirement Income - Life Company

Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do:<ul><li>Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas.</li><li>Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals.</li><li>Conducts data analysis to influence strategy to achieve business outcomes. </li><li>Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income.</li><li>Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.</li><li>Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members.</li><li>Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. </li><li>Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. </li><li>Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. </li><li>Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees.</li><li>Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.</li><li>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li></ul> What you have: <ul><li> Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) </li><li> May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. </li><li> RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. </li><li> 8 or more years of related experience in financial services operations to include process improvement and business analysis. </li><li> 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. </li><li> Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income </li></ul>What sets you apart: <ul><li> US military experience through military service or a military spouse/domestic partner </li><li> Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) </li><li> Current Life and Health (Group 1) license </li><li> MBA or master's degree in a financial or business-related field </li><li> CERTIFIED FINANCIAL PLANNER (CFP ) designation </li><li> 10 or more years of Retirement Planning and/or Annuity experience. </li><li> 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. </li><li> 3 or more years of direct leadership experience over other managers (leader of leaders) </li><li> RICP (Retirement Income Certified Professional) Designation </li><li> Experience managing a team of investment advisors in a call center environment. </li></ul>Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <img src="https://www.jobg8.com/Tracking.aspx?wvtE3Gkv73Xb13ima75HD5E0jySxQswmz" width="0" height="0" />

Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and processes by organizing and integrating resources and systems. Implements changes to promote efficient and effective operations. Assists in the developing of programs to maximize effectiveness of member acquisition and relationship efforts We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in Plano, TX.; San Antonio, TX, Phoenix, AZ.; Colorado Springs, CO.; or Tampa, FL. (Crosstown) campus. Relocation assistance is not available for this position. What you'll do:<ul><li>Leads and develops teams of Health, Life or Retirement managers, Sales/Solutions Consultants and/or Business Process Owners to build leadership skills, improve coaching effectiveness, and/or plan, direct and coordinate activities for complex processes. Responsible for development and implementation of operational plans in Health, Life or Retirement Income areas.</li><li>Contributes to the achievement of Life Co. member, product, and financial goals through teams' performance. Effectively coaches managers to improve sales productivity and exceed departmental goals.</li><li>Conducts data analysis to influence strategy to achieve business outcomes. </li><li>Identifies, develops, and executes detailed continuous improvement plans to achieve measurable process, productivity, and acquisition improvements with Health, Life or Retirement Income.</li><li>Fulfills the responsibilities of a securities principal as appropriate: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits.</li><li>Responsible for the implementation and sustainment of seasonal surge strategies through internal and third-party relationships to serve more members.</li><li>Responsible for achieving call center KPIs that align to best serving USAA members, running an efficient operating model, and high employee and member satisfaction. </li><li>Coordinates efforts with the Situation Management Team and Incident Management Team to reduce downtime with potential risks that could harm employees and members. </li><li>Partners with Legal, Risk and Compliance on interpretation of CMS (Center for Medicare and Medicaid Services) rules to provide guidance and clarification to executive and frontline leadership. </li><li>Supports senior management to ensure plans, operational environment, regulatory obligations, schedules, communication, and training are in place for successful implementation of projects affecting the operations of Life Co. and potential impacts to front line employees.</li><li>Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.</li><li>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li></ul> What you have: <ul><li> Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 12 years without bachelor's degree) </li><li> May be required to have the ability to obtain Life/Health license and any required Carrier appointments within 90 days of job entry. </li><li> RETIREMENT INCOME ONLY: Required maintenance of FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53), and/or attainment within 90 days of job entry. </li><li> 8 or more years of related experience in financial services operations to include process improvement and business analysis. </li><li> 4 or more years direct team lead or management experience providing coaching, development and/or leadership in a team-oriented environment. </li><li> Demonstrated knowledge of financial products and services relevant to life or health insurance or retirement income </li></ul>What sets you apart: <ul><li> US military experience through military service or a military spouse/domestic partner </li><li> Current/Active FINRA Series 7, 66 (or 63 and 65), 24, and 51 (or 53) </li><li> Current Life and Health (Group 1) license </li><li> MBA or master's degree in a financial or business-related field </li><li> CERTIFIED FINANCIAL PLANNER (CFP ) designation </li><li> 10 or more years of Retirement Planning and/or Annuity experience. </li><li> 5 or more years of working experience directly leading a team of investment advisors in a Direct Distribution Channel. </li><li> 3 or more years of direct leadership experience over other managers (leader of leaders) </li><li> RICP (Retirement Income Certified Professional) Designation </li><li> Experience managing a team of investment advisors in a call center environment. </li></ul>Compensation range: The salary range for this position is: $114,080 - $218,030 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <img src="https://www.jobg8.com/Tracking.aspx?v664xeHPeooVNIuYK6GyMTrZTiGVcxcQm" width="0" height="0" />

Horace Mann

At Horace Mann - We help individual educators identify their financial goals and develop plans to achieve them. Our solutions include auto insurance, homeowners insurance, life insurance and retirement solutions. We are seeking an experienced Insurance Agent to serve a specialized educator market while assuming an existing book of business with in-force policies and renewals. As a 1099 Captive Agent, you will be responsible for retaining, servicing, and expanding relationships with educators, ensuring they have the right insurance solutions tailored to their unique needs while also providing access to valuable no-cost programs and resources. Key Responsibilities: <ul> <li>Assume and grow an established book of business consisting primarily of educators and school employees.</li> <li>Retain and renew existing policies while ensuring customer satisfaction and long-term relationships.</li> <li>Generate new business through referrals, school partnerships, and networking within the education sector.</li> <li>Identify cross-selling and upselling opportunities to offer additional protection, such as life and retirement products.</li> <li>Educate clients on their coverage options, policy benefits, and financial protection strategies tailored for educators.</li> <li>Share Value-Added Programs </li> <ul> <li>Student Loan Solutions to help educators navigate loan repayment options.</li> <li>Financial Wellness Workshops to support long-term financial planning.</li> <li>Classroom Funding Assistance in partnership with DonorsChoose, helping educators secure funding for essential classroom resources.</li> </ul> </ul> Qualifications: <ul> <li>Active insurance license in (Life, Health, Property & Casualty, SIE, and the ability to obtain additional FINRA licenses within 12 months).</li> <li>Proven experience as an Insurance Agent or Agency Owner, specializing in Property & Casualty, Life, and Retirement solutions.</li> <li>Strong relationship-building skills with the ability to connect with educators and school personnel.</li> <li>Self-motivated and goal-oriented with the ability to work independently.</li> <li>Excellent communication and presentation skills, especially in explaining policies to non-financial professionals.</li> </ul> Compensation & Benefits: <ul> <li>Commission-based earnings with renewal income from an assumed book of business.</li> <li>Access to an established client base with active policies in force.</li> <li>Performance-based rewards, including production incentives and exclusive trips.</li> <li>Opportunities for additional sales and referrals within the niche educator market.</li> <li>Ongoing training and resources to support professional growth.</li> <li>Flexibility and autonomy to manage your own schedule while benefiting from an established captive agency structure.</li> </ul> Why Join Us? <ul> <li>Immediate renewal income with a built-in book of educator clients.</li> <li>Exclusive access to a niche market with a strong demand for specialized insurance solutions.</li> <li>Ability to make a meaningful impact by helping educators secure their financial future.</li> <li>Long-term career growth with residual income potential.</li> </ul> If you're a dedicated insurance professional looking for a specialized, relationship-driven opportunity in the educator market, we'd love to hear from you! # <img src="https://www.jobg8.com/Tracking.aspx?00kgJ%2bE2%2byq06BB9nRKVISheVbGzrkG%2bd" width="0" height="0" />

Insurance Agent - Decatur, TX

At Horace Mann - We help individual educators identify their financial goals and develop plans to achieve them. Our solutions include auto insurance, homeowners insurance, life insurance and retirement solutions. We are seeking an experienced Insurance Agent to serve a specialized educator market while assuming an existing book of business with in-force policies and renewals. As a 1099 Captive Agent, you will be responsible for retaining, servicing, and expanding relationships with educators, ensuring they have the right insurance solutions tailored to their unique needs while also providing access to valuable no-cost programs and resources. Key Responsibilities: <ul> <li>Assume and grow an established book of business consisting primarily of educators and school employees.</li> <li>Retain and renew existing policies while ensuring customer satisfaction and long-term relationships.</li> <li>Generate new business through referrals, school partnerships, and networking within the education sector.</li> <li>Identify cross-selling and upselling opportunities to offer additional protection, such as life and retirement products.</li> <li>Educate clients on their coverage options, policy benefits, and financial protection strategies tailored for educators.</li> <li>Share Value-Added Programs </li> <ul> <li>Student Loan Solutions to help educators navigate loan repayment options.</li> <li>Financial Wellness Workshops to support long-term financial planning.</li> <li>Classroom Funding Assistance in partnership with DonorsChoose, helping educators secure funding for essential classroom resources.</li> </ul> </ul> Qualifications: <ul> <li>Active insurance license in (Life, Health, Property & Casualty, SIE, and the ability to obtain additional FINRA licenses within 12 months).</li> <li>Proven experience as an Insurance Agent or Agency Owner, specializing in Property & Casualty, Life, and Retirement solutions.</li> <li>Strong relationship-building skills with the ability to connect with educators and school personnel.</li> <li>Self-motivated and goal-oriented with the ability to work independently.</li> <li>Excellent communication and presentation skills, especially in explaining policies to non-financial professionals.</li> </ul> Compensation & Benefits: <ul> <li>Commission-based earnings with renewal income from an assumed book of business.</li> <li>Access to an established client base with active policies in force.</li> <li>Performance-based rewards, including production incentives and exclusive trips.</li> <li>Opportunities for additional sales and referrals within the niche educator market.</li> <li>Ongoing training and resources to support professional growth.</li> <li>Flexibility and autonomy to manage your own schedule while benefiting from an established captive agency structure.</li> </ul> Why Join Us? <ul> <li>Immediate renewal income with a built-in book of educator clients.</li> <li>Exclusive access to a niche market with a strong demand for specialized insurance solutions.</li> <li>Ability to make a meaningful impact by helping educators secure their financial future.</li> <li>Long-term career growth with residual income potential.</li> </ul> If you're a dedicated insurance professional looking for a specialized, relationship-driven opportunity in the educator market, we'd love to hear from you! #<img src="https://www.jobg8.com/Tracking.aspx?Uchc6f7e1KG5GPPCE1MBwYmHLFYyfpvOy" width="0" height="0" />

Insurance Agent - Raleigh, NC

Presbyterian SeniorCare Network

<div>Description 
 
 
Benefits and Retirement Plan Specialist &ndash; Oakmont 
Oakmont, PA &ndash; Full-time; M-F
Presbyterian SeniorCare Network&rsquo;s gracious, tree-lined campus in Oakmont is home to Westminster Place, a personal care community; The Willows, a short-term rehab and skilled nursing care center; and Woodside Place, an innovative dementia care residence. Join our award-winning organization and make a positive impact on the lives of residents, their family members, and your team members every day! 
The Benefits and Retirement Plan Specialist manages the health and welfare programs and retirement plans for the Network. The role provides overall administrative day-to-day oversight of all health, dental, vision, life insurance, flexible spending account, voluntary benefit, and short-term disability programs including assistance with team member questions; monthly, quarterly, and annual reporting; and overall compliance. The position will also manage the Network retirement plan for all campuses including retirement tracking, annual auditing, payroll contributions, and all compliance-related documentation. 
As part of Presbyterian SeniorCare Network, you will be offered great PERKS and BENEFITS:<ul><li>
Competitive rates and generous Paid Time Off (FT can earn up to 21 days of paid time off per year in the first year).</li><li>
Affordable medical benefits, dental and vision benefits; employer-paid, short-term disability, company-paid life insurance for FT team members, and a Retirement Savings Plan with an employer match.</li><li>
Flexible schedules to accommodate your needs. Longer shifts may be available.</li><li>
Tuition Reimbursement, Recognition Program, Team member Referral Bonuses, Free Parking, and much more!</li></ul> 
Requirements for the Benefits and Retirement Plan Specialist:<ul><li>Bachelor&rsquo;s degree, preferably in Human Resources, or four years of related experience or an equivalent combination of education and experience.</li><li>
Exhibit knowledge of principles and procedures for compensation and benefits and human resources information systems.</li></ul><ul><li>
Working knowledge of human resource systems; internet software, spreadsheet software, and word processing software.</li><li>
Possess excellent organizational skills and be detail-oriented.</li><li>
Ability to interact effectively with all levels of management and team members while maintaining confidentiality of records and specific circumstances.</li></ul> 
APPLY today; make a difference every day.</div>

Benefits and Retirement Plan Specialist

Maaris Global HR Advisors

Our client is an international Firm of repute looking to hire CS professionals for the position of Manager. The person would be working closely with client. A brief JD is hereResponsibilities <ul><li>Pre-Incorporation Services</li></ul>&middot; Advisories on entity types having regard to the client&rsquo;s business plans in India&middot; Advisories on funding of entity and repatriation of funds having regard to the client&rsquo;s business plans within the framework of Indian Laws like FEMA, Companies Act, etc. Working knowledge of Indian tax laws with support from CAS team/outside specialist consultants<ul><li>Incorporation Services</li></ul>&middot; Set up of legal entity&middot; Registrations of PAN/TAN of entity&middot; Registration of entity under GST (with support from CAS team)&middot; Registration of Directors&rsquo; DSC, etc and related MCA Forms&middot; Holding of 1st Board Meeting for various initial steps&middot; Opening of Bank Account&middot; Registration with DGFT&middot; Patent/Trademark/Copyright registrations where applicable, with support from specialist lawyers&middot; Registration under specific laws like FSSAI, Cosmetics &amp; Drugs Act, etc, if applicable, with support from specialist service providers&middot; Application with Special Valuation Branch for imports from related parties, if applicable, with support from specialist service providers<ul><li>Secretarial Services</li><li>Timely and accurate reporting to the appropriate authorities and ensuring compliance under Companies Act, 2013, FEMA, Income Tax Act, etc for all clients.</li><li>Coordinating with associates and service providers to ensure timely compliances with regulatory and tax provisions as applicable to clients.</li><li>Stay up to date on the latest changes in various commercial, mercantile and taxation laws, rules and regulations (FEMA, Companies Act, Income Tax Act, DTAAs, etc,) affecting clients.</li></ul><ul><li>Legal Services</li><li>Ability to draft commercial contracts and agreements like Shareholders Agreements, Joint Venture Agreements, Employment Agreements, etc</li><li>Ability to conduct legal due diligence</li><li>Research and compilation of information and drafting of various Legal Advisory Reports for clients.</li><li>Perform such other tasks as may be assigned to you from time to time</li></ul>To work closely with associate law firms for complex legal matters as and when requiredRequirements <ul><li>Excellent communication and writing skills and should be to be able to communicate effectively over emails and calls.</li><li>Ability to manage a team and proactively support them in meeting client&rsquo;s tasks in an accurate and timely manner</li><li>Ability to network effectively with external service providers, banks and also with colleagues in parallel service lines</li><li>Strong drafting skills for Advisory reports</li><li>Essential knowledge and good grasp of FEMA, Companies Act, NCLT related laws, etc</li><li>Working knowledge of various rule and regulations impacting clients in India like FFSAI rules, Trademark and Copyrights Act, Metrology regulations, SVB Customs procedures and rules, etc</li><li>Essential qualification: Company Secretary</li></ul>Job Types: Full-time, PermanentPay: &#8377;120,000.00 - &#8377;160,000.00 per monthWork Location: In person

Manager Business Advisory ( Company Secretary)

Search 10000+ Retirement income specialist jobs near you this October. New roles added regularly across leading industries. Apply today.

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Benefits and Retirement Plan Specialist

Manager Business Advisory ( Company Secretary)