Full Job Description
About the Organization TCG was founded in 2000 as a fee-based investment and consulting firm. Our founding partners, John Pesce and Mike Cochran rooted the company in our core values by which we serve our customers. By avoiding the pitfalls of the commission-based model, we have attracted a loyal clientele appreciative of straight talk, informed decision making and personalized service. In helping others to prosper over the years, TCG has prospered as well. Today, TCG has grown in excess of 100 employees with offices in 8 locations nationally. The markets we serve have broadened too. Now managing over $3 billion in assets, we serve over 550,000 individuals across hundreds of plans in the education, local government, and small-to-medium business segments. Everything we do is accomplished in-house by a team of professionals who are dedicated to providing elite customer service.
TCG Group Holdings is a full-service financial service company located in Austin, Texas. We are a highly committed, national financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the Best and Most Competent Professional Team.
The RPS role enables TCG the opportunity to meet with eligible employees and participants of group retirement plans administered by the TCG.
Candidates will be trained and required to master concepts relating to the employee's retirement picture as a whole. Concepts include but not limited to: TRS/Government/State Pensions, Social Security, and Supplemental retirement account options 401(k), 457, 403(b). Key job tasks include:
Provide exceptional client service
Developing and managing the client relationship with key leadership
Engage in retirement planning education and engagement activities with employees
Manage relationships with strategic partners and vendors
Manage communication between the client and internal teams to support existing processes
Successful candidates will display the capacity and willingness to learn, exhibit professional and effective communication skills, and be able to work in a team-oriented environment. Customer Service skills play an integral part in the RPS role, as the RPS will assist with benefits fairs, retirement seminars, open enrollments, and one-on-one appointments hosted by the employer.
Candidates will educate plan participants, provide investment guidance, and counsel employees on their options. The candidate will train to master employee retirement plan options and stay up to date on current legislative and regulatory issues affecting employee retirements. Travel may be required.
TCG is looking for self-starting motivated candidates in Lubbock, Texas. Bi-lingual is a plus.
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.