Drive retirement plan sales by partnering with local financial advisors and third-party administrators to promote defined contribution and benefit products. Collaborate with the relationship management team to identify and pursue new sales opportunities within the assigned market.
The Customer Experience Specialist 2 serves as the primary contact for customers, providing service and resolving inquiries via phone. They are responsible for educating clients on products, navigating multiple systems, and identifying opportunities to improve the overall customer experience.
The Customer Experience Specialist 2 serves as the primary contact for the Income Payments team, resolving customer inquiries and building financial confidence. They are responsible for educating clients, navigating multiple systems to provide accurate information, and identifying opportunities to improve the customer experience.
The Associate Director will drive strategic compliance programs, conduct complex risk assessments, and oversee compliance monitoring and testing. They will also serve as a key liaison with regulators and provide strategic advice to senior leadership on regulatory developments.
Develop and maintain deep relationships with advisors, plan sponsors, and trustees to drive retention and growth. Collaborate with stakeholders on plan design, investments, and retirement readiness while leading complex client projects.
The Compliance Analyst will support regulatory excellence by ensuring adherence to laws and regulations within the life and disability insurance space. Responsibilities include conducting compliance testing, preparing regulatory filings, and collaborating with cross-functional teams to implement risk-aware solutions.
This role leads a practice group to drive strategic compliance programs for retail product and service distribution, including risk assessments and regulatory monitoring. The position also involves advising senior leadership, managing team performance, and overseeing the implementation of compliance policies and process improvements.
The Compliance Analyst supports broker-dealer compliance by conducting regulatory research, interpreting developments, and identifying risk exposures. Responsibilities include drafting policies, participating in examinations, analyzing compliance data, and recommending corrective actions.
The Relationship Manager develops and maintains deep relationships with advisors, plan sponsors, and third-party administrators to drive retention and growth. They collaborate on plan design, investment strategies, and retirement readiness while providing creative solutions to complex business issues.
The Client Relationship Consultant will partner with the sales team and broker partners to develop and implement customized group benefit strategies. Responsibilities include managing an assigned block of business, performing renewal analysis, and selling new lines of business.
The consultant will partner with sales teams and brokers to develop customized group benefit strategies and manage an assigned block of business. Responsibilities include delivering renewal analysis, selling new lines of business, and executing strategic relationship plans.
