Interested parties may submit their resume via: https://accg.isolvedhire.com/jobs/ .

ACCG is an equal opportunity employer.

Position Responsibilities

·       Supports the Association's "Four Pillars," civic engagement, leadership development, legislative advocacy, and membership services through the support of staff and interaction with local governments and authorities; has knowledge of and general understanding of the programs and services offered by the Association;

·       Provides and exhibits outstanding customer service, teamwork, and organizational commitment;

·       Represents the Association to jurisdictions in assigned geographic region; establishes contacts and relationships with jurisdiction, management, staff and elected officials; receives and responds to program participant and Association staff inquiries covering specifics of various retirement plans, investments, distribution requests, retirement needs, plan review and website navigation;

·       Coordinates site visits with appropriate jurisdiction staff; participates in individual and group meetings, employee benefit/retirement fairs, and educational workshops;

·       Partners with jurisdiction to conduct new employee orientations; explains programs available to jurisdiction; assists with the completion of required forms; submits completed paperwork for processing;

·       Meets with groups of jurisdiction employees and retirement program participants in defined contribution and defined benefit programs to educate, enroll, and provide service for investment accounts; distributes defined benefit statements to program participants and explains changes, updates and effects on individual retirement plans;

·       Conducts retirement workshops for targeted groups identified in conjunction with jurisdiction; prepares presentation materials; presents materials and responds to questions and discussion; contacts interested attendees to provide on-going assistance in determining and assessing individual retirement goals;

·       Responds to contacts by employees and program participants individually in person, by email, or telephone; explains program provisions; assists Defined contribution participants in making investment decisions; provides information regarding 457 Unforeseeable Emergency distributions; discusses Defined Benefit retirement provisions and options for retirement; assists in website navigation;

·       Meets with individual participants in Defined Contribution programs prior to termination or retirement; discusses options for distribution of accounts;

·       Meets with beneficiaries of deceased participants to provide information regarding benefits under the retirement programs; assist beneficiaries in making financial decisions regarding benefits or other financial considerations related to the retirement program;

·       Represents the Association at various professional and legislative conferences and meetings;

·       Develops travel schedule, submits travel and related expenses; prepares and submits reports related to jurisdiction activities regarding possible changes to retirement or other programs and other activities that may affect client relationships;

·       Determines supply needs for self or jurisdictions, including forms, packets and marketing materials; ensures timely request and receipt of materials; arranges shipment of supplies and materials to jurisdiction and other locations as needed;

·       Keeps abreast of market activity and economic conditions; stays current on changes or possible changes to retirement regulations and their potential impact on individual retirement plans and investment accounts;

·       Ensures that all Continuing Education and State and FINRA requirements are met to maintain credentials needed to perform duties; attends necessary classes and completes testing in person or via web; files appropriate paperwork with credentialing agencies;

·       Operates a variety of standard office equipment;

·       Supports the overall organization by executing the directives as set forth by the Association;

·       Operates from a remote (home) field office with travel to jurisdictions in assigned area 3-4 times a week;

·       May require overnight travel.

 Knowledge, Skills and Abilities

·       Thorough knowledge of Association defined benefits operations, programs, policies and regulations;

·       Thorough knowledge of industry, state and federal rules and regulations associated with defined benefits and related programs;

·       Thorough knowledge of the geography of the assigned territory and ability to exhibit good judgment regarding the best strategies to approach the different client environments;

·       Thorough knowledge of the Handbook for Georgia County Commissioners and the relevant fundamentals of county government in Georgia;

·       General knowledge of the Official Code of Georgia, state and federal rules and regulations;

·       Skill in the use of standard office software applications, specifically Microsoft Office products, including Outlook, Word and Excel;

·       Ability to communicate ideas effectively in both oral and written formats;

·       Ability to express complex ideas clearly and concisely in a public speaking environment;

·       Ability to establish and maintain effective working relationships with associates, elected and appointed officials, clients, internal and external investment company wholesalers and the general public.

 Education and Experience

·       Bachelor's degree with coursework in finance, accounting, economics, or related field and

·       considerable (3 to 5 years) experience in financial services,

·       or equivalent combination of education and experience.

 Physical Requirements

·       This work requires occasional exertion of up to 10 pounds of force;

·       Work regularly requires sitting, speaking or hearing, using hands to finger, handle or feel and reaching with hands and arms and occasionally requires standing, walking and lifting;

·       Work has standard vision requirements; vocal communication is required for expressing or exchanging ideas by means of the spoken word; hearing is required to perceive information at normal spoken word levels;

·       Work requires preparing and analyzing written or computer data, operating motor vehicles or equipment and observing general surroundings and activities;

·       Work occasionally requires exposure to outdoor weather conditions;

·       Work is generally in a moderately noisy location (e.g. business office, light traffic).

Special Requirements

·     Possession of Financial Industry Regulatory Authority Series 6 and 63 licenses, or attainment within 3 months of hire;

·     Certified Retirement Counselor (CRC) certification, or attainment within 2 months of hire;

·     Possession of appropriate State Life and Health Insurance and variable annuity licenses;

·     Valid driver's license in the State of Georgia.

Interested parties may submit their resume via: https://accg.isolvedhire.com/jobs/ .