
1 - 10 employees
Founded 2003
💼 Consulting
⚖️ Legal
📋 Compliance
Consulting • Legal • Compliance
Transition Strategies, LLC is a Philadelphia-based employment law firm that has been effectively advocating for clients for over 20 years. This firm specializes in a wide range of employment-related legal services including discrimination, employment contracts, executive compensation and benefits, severance negotiations, and wrongful termination. Transition Strategies provides strategic advice and representation throughout the employment lifecycle and is committed to securing favorable outcomes for their clients through negotiation and legal advocacy. They also offer HR consulting and job coaching services to help clients navigate complex employment situations and improve performance. The firm is known for its tenacious approach and dedication to delivering results that align with clients' goals and needs.
🔥 2 hours ago
🏄 California, Ohio, +3 more states – Remote
💵 $50k - $80k / year
⏰ Full Time
🟢 Junior
⬇️ Inside Sales
👻 Ghost score 0%
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1 - 10 employees
Founded 2003
💼 Consulting
⚖️ Legal
📋 Compliance
Consulting • Legal • Compliance
Transition Strategies, LLC is a Philadelphia-based employment law firm that has been effectively advocating for clients for over 20 years. This firm specializes in a wide range of employment-related legal services including discrimination, employment contracts, executive compensation and benefits, severance negotiations, and wrongful termination. Transition Strategies provides strategic advice and representation throughout the employment lifecycle and is committed to securing favorable outcomes for their clients through negotiation and legal advocacy. They also offer HR consulting and job coaching services to help clients navigate complex employment situations and improve performance. The firm is known for its tenacious approach and dedication to delivering results that align with clients' goals and needs.
• Monitor the pipeline daily to determine needed tasks • Prepare proposals and engagement agreements accurately and efficiently • Prepare the workflow system for illustration requests • Understand Blue Ridge Associates products and services • Build and maintain relationships with recordkeeping wholesalers, DCIO wholesalers, advisors, and internal partners • Complete and maintain internal databases according to internal partner procedures • Achieve assigned turnaround-time, production, and accuracy goals • Communicate significant issues and exceptions promptly to appropriate higher-level authority • Transfer information between systems for the New Business Team • Support the sales team with meeting materials for prospective clients and financial advisors • Complete ancillary projects as requested • Investigate and enter new referral relationships into the pipeline • Perform additional assigned tasks and projects
• 1-3 years' experience; retirement plan sales/service experience preferred • Solid multi-tasking, collaboration, and oral/written communication skills • Exceptional attention to detail • Strong computer skills using Microsoft Office Suite, including Excel, Word, and PowerPoint • Salesforce experience a plus • Associate or bachelor's degree; equivalent skills and industry experience will be considered in lieu of a degree • Experience working with retirement plans or retirement plan recordkeeping systems • Prior experience supporting consultants or specialists in a financial or benefits-related environment • Prior experience in a TPA environment • Knowledge of IRS rules related to retirement plans • Must be authorized to work in the US
• Competitive salary • Comprehensive medical, dental, vision, life, and disability benefits • 401(k) with company match • Pension • HSA with company contribution • Generous PTO for parental leave, vacation, and holiday time • Support for certifications, association dues, and professional development • Collaborative and inclusive company culture • Happy hours and social events • Employee-led committees • Volunteer opportunities
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