Health & Benefits Account Executive

We are looking for a full-time Health & Benefits Account Executive to join our team! Your primary responsibility will be to assist in the production of new accounts and the retention of existing accounts. You will also provide prompt, efficient, high-quality service to designated accounts in support of Health & Benefit Consultants.

Retirement Plan Administrator

We are looking for a full-time, Retirement Plan Administrator. You will be responsible for the day-to-day plan administration on a book of clients and peer review of annual administration reporting. This includes data management, reconciliation of accounts, reviewing plan documents, allocating contributions, compliance testing, and governmental reporting.

Marketing and Executive Assistant

The Marketing and Executive Assistant position will be primarily responsible for developing and implementing marketing campaigns, developing, and maintaining promotional materials, coordinating outreach events, maintaining databases, and preparing reports. The candidate will also have regular administrative tasks assigned as they relate to supporting the Pension Division including the Vice President of Pension Operations.

Human Resources Coordinator

We are looking for a Human Resources Coordinator to join our team in Bonita Springs, Florida. Your primary responsibility will be to assist the human resources department in creating new processes, procedures, and upkeep of files for the organization. 

Retirement Plan Sales Representative

We are looking for a full-time, licensed Retirement Plan Sales Representative and Life Producer. The position is a sales consulting role responsible for all aspects of the sales process from prospecting to closing business.