Responsible for managing relationships with assigned clients to ensure client satisfaction, retention, and profitability of retirement plans through consultative service, proactive engagement, and technical expertise.

Responsibilities

  • Manage an assigned book of business through proactive meetings and touch points with advisors and clients, including annual plan reviews.

  • Provide strategic and tactical consulting to support client goals for qualified retirement plans.

  • Cross-sell additional products and services using a consultative approach to deepen relationships and improve profitability.

  • Serve as the primary escalation point for service-related issues by identifying root causes and coordinating resolution through appropriate resources.

  • Consult with clients and advisors on qualified plan design and interpret plan provisions to support desired outcomes.

  • Consult on plan enhancements and upgrades, including conversion of legacy investment contracts to newer products.

  • Communicate product, service, and investment enhancements, including new offerings and changes to existing solutions.

  • Educate clients on company processes, procedures, systems, and technology used by participants and plan sponsors.

  • Manage special projects as assigned.


Qualifications

  • Bachelor’s degree in a business related field or equivalent experience.
  • FINRA series 6, 63, and required life insurance licenses, or obtain within six months.
  • Seven years of client management experience.
  • Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions.
  • Understanding of industry and competitive best practices.
  • Excellent communication, presentation and relationship-building skills
  • Decision-making and problem-solving skills
  • Research skill and attention to detail
  • Proficiency using MS Office tools


Working Conditions

  • Remote (Field/Travel) Environment
  • Frequent Travel 25 to 50%
  • Travel level dependent upon work location and regional assignment.

The Salary for this position generally ranges between $120,000-$165,000 annually.  Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.