3 Consultant jobs

Overview: The role of the Financial Assistant is at the center of Brightside's work with clients. By building a trusting relationship that combines financial expertise with compassionate support, you will be able make a positive impact in the lives of our employee clients and their families. Responsibilities and Tasks We are currently hiring 1-2 additional team members that are certified CFP’s to assist in growing our employer-based personal finance model. In this role, you will serve a portfolio of employee clients and provide comprehensive concierge financial services to them in addition to helping our Financial Assistants with complex financial scenarios. This means helping with developing and implementing strategies for getting out of debt, managing their cashflow, and improving behavior relative to client finances to save and plan for the future. Our model is unique and different than other industry practices and our CFP team members will help us to further architect the model leveraging their certification, expertise and years of experience. In this role, you will not only provide up to date financial information using our robust technology but use state of the art influence and relationship techniques to help people make concrete behavioral improvements to the way clients handle money to improve their situation for the long-term as well. Specifically, you will leverage a telephonic environment to: Support Financial Assistants will clients’ needs that require CFP knowledge and expertise solving complex financial scenarios with them on behalf of the client Contribute and/or lead the ongoing development of material/education/trainings that increase the overall organization’s understanding of complex financial scenarios Provide ongoing education internally on financial Provide financial education to clients on relevant topics Provide options and solutions to help solve financially related problems presented by the client Provide emotional support to clients as it relates to their financial situation Attributes and Competencies: To succeed in this role, you need to be wired for service and care about your customer: You are empathic but have a good sense of boundaries and appropriate professional behavior You are caring, compassionate and driven to fulfill customers’ needs You are a great critical thinker (able to collect, synthesize and interpret data in service of planning and decision making You can leverage your prior work expertise as a CFP but can also think critically about what work and did not work in previous models and embrace different approaches to addressing your client’s needs and changing their long term financial behavior. You love to solve problems and are creative at it You are eager to learn and seek feedback both for yourself and the organization Strong financial acumen, ability to apply certification learnings You are adept with technology and can leverage solutions/systems to reach a desired outcome You are organized with strong follow-up capability and can work at appropriate levels of detail relative to the task at hand You can handle to handle high volume of phone calls or chats in a fast-paced environment You can multitask and effectively manage deadlines and goals You have strong verbal and written communication skills You have Strong computer and internet skills; MS Office, Chrome, Google Apps and other programs or platforms Customer Service experience in a customer call center is a plus Bilingual in English and Spanish is a plus Demonstrated Experience: Only Certified Financial Planners (CFP’s) will be considered for this role. 3-5 years in a role that demonstrates a customer centric focus Demonstrated ability to build a trusting relationship with your customer via telephone in an ongoing relationship-based environment Strong work history demonstrating your impact of enhancing the company through your contributions/suggestions/improvements of the organization Ability to comply with company and industry standard policy and procedures while remaining solution oriented and creative with approaches Coaching and professional sharing of knowledge to colleagues to grow overall organization Benefits: Medical Dental Vision Disability Paid Training PTO Job Type: Full-time Brightside is an equal opportunity employer and values diversity. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Local applicants only. No relocation assistance is available for this role.

About the Position This is an opportunity for a self-motivated, driven individual who consistently seeks personal challenges and professional rewards to join our firm as an Executive Recruiter. This is a full-desk role, dividing time between partnering with clients and sourcing potential candidates across the nation. Our clients partner with us to help them attract top executives to their organization and our candidates utilize our network to help them grow their careers. We spend a majority of our time consulting with professionals at all levels of the companies we work with, to solve problems and "step outside the box" to create opportunities. Executive search is a complex process that can be very challenging and personally rewarding. If you are a results-oriented person, our experienced team of recruiters will help you become successful in this fast-paced industry. We offer strong commitment to the growth of our associates, with the opportunity to run your own desk or become a Practice Leader and build a team underneath you.   Responsibilities 1) Research:   Utilize multiple resources to strategically target clients and candidates.  2) Business Development:   Prospect new clients and determine their interest and suitability to engage a recruiter for a particular hiring need. Develop successful search strategies to maintain long-term client relationships. 3) Recruiting and Qualifying:   Source and qualify candidates, matching them for existing search assignments and preparing them for presentation to our clients. 4) Negotiate Offers:   Debrief clients and candidates throughout the selection process to successfully negotiate a position offer.   Desired Experience A Bachelors Degree from an accredited institution 3 or more years of sales/business development experience, preferable direct B2B sales A track record of proven results Excellent written and verbal communication skills A confident, polished presence with a high level of professionalism The ability to work creatively combined with strong problem solving skills Individual with the highest moral and ethical standards, who can remain objective and professional during negotiation situations   Benefits Base salary plus generous commission structure, 100% company paid health insurance, Health Savings Account for medical and dental expenses, 401(k) retirement plan, paid holidays, vacation & sick time. No travel.

SUMMARY Serves as the primary liaison between Flores and the client.  Manages the client and participant relationship for assigned number of both Select and Premier groups; the groups managed tend to see higher participation and utilize more of the services provided by Flores. Responsible for complete client satisfaction for services delivered.  ESSENTIAL DUTIES AND RESPONSIBILITIES Provides a high level of customer service to assigned clients and all participants by creating a positive relationship with both parties. Fields questions and requests from clients and participants and handles them in a timely manner. Facilitates new client implementation and assists in adding additional lines of services to pre-existing groups. Accountable for daily tasks such as claims adjudication, audit procedures and account reconciliation on both an individual and corporate level. Prepares and executes seasonal activities such as re-enrollment and non-discrimination testing. Manages daily participant account data including exception reports, status changes, claims outside of enrollment and other client/participant reporting. Researches technical and legal questions posed by clients using internal resources and outside legal resources retained by the firm. Acquires necessary technical IRS Code and general employee benefit knowledge regarding Flexible Spending Accounts, Cafeteria Plans, Health Reimbursement Arrangements, HSA administration, COBRA and Direct Reimbursement models to address client/participant questions and inquiries.   QUALIFICATIONS To perform this job successfully and grow into managing significant client relationships, an individual must possess the following traits and characteristics: detail orientation, strong organizational and prioritizing skills, ability to be flexible and multi-task, ability to use their independent judgment and expertise to manage their groups, strong interpersonal skills and internal motivation. Qualified candidates possess above average analytical and problem solving skills. This skill set must be inherent in an individual that understands the value of providing a high level of customer service. PREFERRED EDUCATION AND EXPERIENCE Bachelor’s degree from a four-year college or university. Previous experience in benefits management, customer service or accounting related field is preferred but is not required. A qualified candidate understands that our business objective is to provide superior customer service. Growth and experience will determine level of responsibilities and duties assigned. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m.   WORK ENVIRONMENT This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.   TRAVEL This position requires up to 5% travel. Travel is primarily local during the business day, although some out-of-the-area may be expected.   COMPANY OVERVIEW Flores & Associates is a company that has established the benchmark industry wide for managing a variety of company-sponsored reimbursement plans. As the national leader in this niche, we have developed a reputation for superior service, innovative technology and a knowledgeable and friendly client management team. Our goal is to expand our reach in the arena of employee benefit administration while growing our business in a logical and manageable fashion. To learn more about Flores please visit our website at www.flores-associates.com . Disclaimer : The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.