Benefit Consultants Group
Robert Terry has a diverse work experience in the financial industry. Robert started their career as a Payroll Specialist at Benefit Consultants Group from September 2004 to April 2007. Robert then worked as a Financial Operations employee at BCG Securities from April 2007 to May 2008. Robert returned to Benefit Consultants Group in May 2008 and held various roles, starting as an Advisor Services Consultant until October 2015. During this time, they gained extensive knowledge in retirement plan business, provided sales support to financial advisors, and played a key role in implementing new business. From October 2015 to January 2021, they served as the Retirement Plan Sales Manager, where they directed sales distribution, developed strategic sales plans, and led sales and implementation teams. Currently, Robert holds the position of Director of Client Relations at Benefit Consultants Group starting from January 2021.
Robert Terry attended La Salle University from 2004 to 2008, where they obtained a Bachelor's degree in Finance & Risk Management and Insurance.
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Benefit Consultants Group
The BCG Difference Benefit Consultants Group offers creative retirement plan solutions that will integrate a company’s need for plan design, administration, compliance, and recordkeeping. Our unsurpassed business experience will ensure a retirement plan’s success. Whether you are a business owner, or a financial professional, and you need a retirement plan or specific consulting services, we are the retirement plan provider of choice. Since 1958, our dedicated team of professionals has provided exceptional expertise and service to our clients looking for an employer sponsored retirement plan. We believe in building lasting relationships and providing services that fit the individualized needs of our clients. This belief has been a catalyst of our growth into one of the leading retirement plan providers in the country. We utilize the latest technology in customer workflow, processing, online accessibility, and offer exceptional customer service. Through our open architecture platform, we provide access, without restriction or proprietary requirements, to world-class investment options with over 21,000 mutual funds, ETFs and insurance programs. We offer our clients the expertise to deliver innovative and flexible retirement plan solutions that are second to none. At every level, we are dedicated to your success. Together with our staff of experts and partners, we’re a team with one objective—your success. Call today at 800-524-401k, or visit www.bcgbenefits.com.