Note: The job is a remote job and is open to candidates in USA. WE Inspire. Promote. Network. (WIPN) is seeking an Onboarding Consultant at FuturePlan. The role involves managing the onboarding experience for retirement plans, ensuring a smooth transition and exceptional service.
Responsibilities
- Own the end-to-end onboarding experience for all retirement plan types—start-up and takeover plans—ensuring a seamless transition from sales through go-live
- Acting with a 'Day 1' mindset, you will take full responsibility for managing client and advisor expectations, driving timelines, and delivering an exceptional onboarding experience that reflects FuturePlan’s commitment to excellence
Skills
- Own the end-to-end onboarding experience for all retirement plan types—start-up and takeover plans
- Ensure a seamless transition from sales through go-live
- Act with a 'Day 1' mindset
- Take full responsibility for managing client and advisor expectations
- Drive timelines
- Deliver an exceptional onboarding experience that reflects FuturePlan's commitment to excellence
Company Overview