Eric Sprung, QKA

Experience

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  New York Islanders

  Jul 2013 - Nov 2014

  Assistant to Manager

  • Assistant to manager at the official practice facility • Promote and sell youth hockey and learn-to-skate programs• Assist with day-to-day operations of the rink and facility• Direct customer service for all programs offered• Manage funds for New York Islanders skating programs and hockey leagues• Supervise college interns

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  Associated Pension Consultants, Inc.

  Nov 2014 - Nov 2020

  Internal Wholesaler

  Work with internal and external wholesalers to develop and maintain relationships with financial advisor professionals. Conduct conference calls and meetings with financial advisors and their clients and often help them close deals through my expertise. Internal consultant regarding plan qualification and IRS filings. Primary contact for financial advisor clients within assigned territory to assist with support and client planning. Create marketing presentations including hypothetical illustrations and explain competitive advantages for 401(k) and 403(b) plans. Calculate employer discretionary contributions to plans. Assist with plan eligibility, entry date determinations and documentation. Assist with Required Minimum Distributions under Code Section 401(a)(9). Perform new comparability/cross testing. Perform valuation of assets maintained outside the chosen fund program. Show less

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  Definiti LLC

  Nov 2020 - now

  Senior Internal Sales Consultant

  Prepare new business proposals and provide cost analysis for all lines of business (Defined Contribution, Defined Benefit, 3(16) Fiduciary Services, Recordkeeping)Determine custom pricing required to meet ARR.Prepare and deliver new client Service Agreements.Lead advisors and prospective clients through completion of required documentation. Management of prospect illustration process to ensure delivery deadlines are met.Prepare monthly statistical reporting for team and management review.Ensure smooth transition from sales to implementation.Conduct outbound calls to follow-up on proposals.Be a resource for and respond to inquiries regarding industry trends, plan design and IRS/DOL regulations. Show less