Under moderate supervision, responsible for the successful installation of non-complex new retirement plan sales, acting project manager and consultant for conversion activities. The Conversion Consultant will also act as the point of contact with Plan Sponsors, Financial Advisors and Third-Party Administrators.

ESSENTIAL FUNCTIONS

• Responsible for the successful installation of standard/non-complex new transfer or start-up retirement plan sales.
• Acts as the primary contact for Empower during the conversion process.
• Perform weekly conference calls on assigned sales and consults with various client contacts including plan sponsors, financial advisors, third party administrators, relationship/client service managers, regional sales directors, prior providers, payroll vendors and various internal departments with respect to the timing of conversion, outstanding items, critical tasks and overall project management.
• Discusses service agre...