Careers

Account Executive, Large Groups

Position Summary

The Account Executive assists in all aspects of the day-to-day duties associated with generating new and renewal business, and servicing existing client accounts. In addition, the Account Executive provides data management, analytics and utilization reports of client’s benefit plan performance resulting in added value considerations by the client’s senior management and/or decision making teams. This involves using high level excel formulas, data science concepts and logic.

Mentor, Financial Advisor

Position summary

We are seeking enthusiatic and reliable professionals to join our team as a Mentor. A Mentor is a financial advisor that supports our financial wellness program – Financial Elements. Our Mentors are often the first point of contact for the participants eligible for Financial Elements, so we are interested in hiring individuals with a commitment to customer satisfaction and an ability to make quick and accurate decisions. The successful candidate will be able to accept ownership for effectively completing an overview of the client's or prospect's situation, advising them on financial courses of action and/or solutions that would best meet their financial needs and providing them with the best possible financial and retirement outcomes. The candidate will be able to accomplish these things while keeping customer satisfaction at the core of every decision. 

Account Manager

Position summary 

Account Managers serve as the primary contact for all assigned clients and will develop and nurture client relationships accordingly. The individual in this position should be well-versed in flexible benefit products and comfortable aiding in plan initiation and management. Identifying opportunities for cross-selling and ensuring client satisfaction are also key day-to-day responsibilities.

New Business & Renewal Specialist

Position summary

New Business and Renewal Specialist assists the assigned benefits sales consultants in all aspects of the day-to-day duties associated with generating new and renewal business quotes and presentations for medical, dental, life insurance and other ancillary products. Time management and accuracy is of the utmost importance so you must be able to prioritize. Take a polite, but assertive, attitude with carriers regarding quotes and underwriting status.

Wealth Management Advisor

Position summary

The Wealth Management Advisor identifies and develops prospects for Bukaty Companies Financial Services (BCFS) and converts them to clients. Conducts educational meetings for the participants of existing retirement plan clients as well as one-on-one meetings. Invests and manages client portfolios based on the BCFS investment philosophy. Works in conjunction with service team to provide high level of service, retaining clients and getting client referrals.

The Wealth Management Advisor position is a commission based sales position. The Advisor will build a book of business by harnessing the power of the BCFS brand. Lead generation comes from conducting individual and group educational meetings for retirement plan clients and through individual networking efforts.