The Client Relationship Manager is responsible for building and maintaining long-term relationships with group retirement plan clients while managing day-to-day operations and compliance tasks. They will conduct plan review meetings, facilitate service requests, and coordinate with the regional team to drive client retention and growth.
The Retirement Plan Specialist will represent the company in a sales and marketing capacity to cultivate new prospects and cross-sell retirement products. Responsibilities include setting qualified appointments, cold calling, and attending client review meetings to drive business growth.
The Regional Sales Director will manage a territory to solicit new group retirement plans and cross-sell financial products. They are responsible for meeting with plan sponsors, conducting cold calls, and collaborating with the Customer Relationship Manager to secure new business.
The Participant Account Specialist conducts group and individual meetings to drive enrollment and contributions for 401k and 403b plans. They act as a financial liaison for participants and collaborate with colleagues to promote the company's service model to prospects.
The Senior Retirement Plan Consultant will represent the company in a sales and marketing capacity to solicit new group plans and cross-sell products. Responsibilities include setting qualified appointments, managing a geographic territory, and attending client review meetings to drive new business.
