Bob Schuessler

Bob Schuessler Email and Phone Number

Sr. Account Manager at Benefit Administration, Inc. @ Benefit Administration, Inc.
Bob Schuessler's Location
Green Bay, Wisconsin, United States, United States
Bob Schuessler's Contact Details

Bob Schuessler personal email

n/a
About Bob Schuessler

Premier customer service and plan administration services focusing on small to medium sized companies.

Bob Schuessler's Current Company Details
Benefit Administration, Inc.

Benefit Administration, Inc.

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Sr. Account Manager at Benefit Administration, Inc.
Bob Schuessler Work Experience Details
  • Benefit Administration, Inc.
    Sr. Account Manager
    Benefit Administration, Inc. Jan 2011 - Present
    Appleton, Wisconsin, Us
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  • Guidant Financial Group
    Sr. Recordkeeping Consultant
    Guidant Financial Group Jan 2007 - Dec 2010
    Boise, Idaho, Us
    *Lead Customer Service Representative*Subject Matter Expert (SME): plan design consultant, Safe Harbor design, communication of 401(k) testing /corrections*Developed a New Business Plan Consultant role to introduce the dynamics of recordkeeping to the sales process. *Introduced new clients to recordkeeping services, plan design, plan testing and plan customization. *97% retention of clients for recordkeeping services*initialized nearly 99% of all custom drafted Adoption Agreements*70% of the clients request New Business Consultant conference that facilitates customized Adoption Agreements. *The New Business Consultant provides cross department training.
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  • Guidant Financial Group
    Sr. Recordkeeper And Plan Design Consultant
    Guidant Financial Group Jan 2007 - Dec 2010
    Boise, Idaho, Us
    Plan Design Consultant for new business and for active plans requiring amendments.
    View
  • Emjay Retirement Services - Subsidiary Of Great West Life
    New Business Consultant
    Emjay Retirement Services - Subsidiary Of Great West Life Oct 2005 - Jan 2007
    *Centralized sales and coordinated support of the national sales team. The position is responsible for building strategic partnerships with brokers and mutual fund wholesalers in partnership with EMJAY’s Institutional Partners. *Product knowledge and technical consultation provided to referral partners and client/prospects.*Product knowledge included, but not limited to Defined Benefit Plans and 401(k) Plans, SEP, 403(b), Section 457, ESOP and non-qualified arrangements. *NASD and SEC license Series 6 and 63.

Bob Schuessler Skills

Financial Services Investments Sales Process New Business Development Employee Benefits Lead Generation Insurance Strategic Partnerships

Bob Schuessler Education Details

  • University Of Wisconsin-Green Bay
    University Of Wisconsin-Green Bay
    Business And Economics

Frequently Asked Questions about Bob Schuessler

What company does Bob Schuessler work for?

Bob Schuessler works for Benefit Administration, Inc.

What is Bob Schuessler's role at the current company?

Bob Schuessler's current role is Sr. Account Manager at Benefit Administration, Inc..

What is Bob Schuessler's email address?

Bob Schuessler's email address is bo****@****ork.com

What is Bob Schuessler's direct phone number?

Bob Schuessler's direct phone number is +192061*****

What schools did Bob Schuessler attend?

Bob Schuessler attended University Of Wisconsin-Green Bay.

What skills is Bob Schuessler known for?

Bob Schuessler has skills like Financial Services, Investments, Sales Process, New Business Development, Employee Benefits, Lead Generation, Insurance, Strategic Partnerships.

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