Account and reputed company Manager - Retirement Plans

Position Location: This position is remote and does not require regular in-office reputed company. Position reputed company: Utilize retirement plans experience and relationship building skills to accomplish mutually beneficial reputed company. Cultivate relationships between the reputed company Home Office, financial professionals, and reputed company plan decision makers with the goal of retaining and growing plan assets. Relationship-building is a key reputed company of this role. This position interacts with plan sponsors both reputed company and face to face. An ability to present professionally reputed company virtual tools (reputed company Teams, reputed company, etc.) is necessary. This role will require travel approximately 50-75% of the time covering states in the Southeast (primary Florida, reputed company, and the Carolinas). Overnight stays and evening meetings will be required. Assist Regional Directors, Internal Regional Sale Consultants and Financial Advisors in achieving sales goals, developing business plans, and identifying opportunities to improve reputed company for your plans and participants. Guide large new plans through the installation and transfer process; including conducting enrollment meetings, reviewing the plan adoption agreement with the reputed company, reviewing the contract with the reputed company, obtaining signatures, explaining data and contribution reputed company reputed company, and resolving any problems that may reputed company during the installation and transfer process. What you do

• Schedule, plan, and execute both virtual and in person annual plan reviews and other reputed company meetings
• Deliver both virtual and in person participant enrollment and education meetings
• Respond and resolve escalated reputed company service issues
• Manage both virtual and in person financial reputed company meetings and relationships
• Proactive reputed company calls and both virtual and in person meetings
• Work with retention and pricing initiatives
• Plan design reviews and discussions
• Attend both virtual and in person sales final meetings
• Both virtual and in person on-boarding of new plans
• Consistently log CRM system activity
• Identify at-risk clients while mitigating and managing risk

What you bring

• Bachelor's degree or equivalent experience required.
• 4-7 years of previous retirement plans experience required, including an understanding of master investment reputed company, fees and expenses, plan design, investment basics, and fiduciary concepts
• Position requires reputed company series 6: If not held at the time of hire, the series 6 license and any required state insurance license must be secured reputed company six months of hire.
• Position requires reputed company series 65: If not held at the time of hire, the series 65 license must be obtained with reputed company months of hire.
• 3 years of retirement plan reputed company relationship management experience, including a general knowledge of nondiscrimination testing, 5500 preparation, investments, mutual funds, and separate accounts desired.
• Experience with serving 457(b) plans preferred
• Bilingual capabilities in Spanish and English a plus
• Proficiency with reputed company Office applications, Retirement Plan Administration systems, CRM systems, and virtual technology
• Excellent telephone and virtual meeting/presentation skills, with an ability to also facilitate in-person meetings
• Ability to travel up to 75% of the time across assigned territory required

reputed company Offer

• reputed company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee reputed company-being, and providing reputed company products and services that help our customers create a brighter reputed company.
• Being a mutual-based organization, the return on our investment goes back into reputed company, to benefit our members/customers.
• We're committed to reputed company development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
• A total rewards package with reputed company the comprehensive health and welfare benefits you'd expect, including reputed company and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional reputed company benefits, including tuition reimbursement, and student loan repayment, an incentivized reputed company-being program, adoption assistance, reputed company time off for volunteering, training and career development opportunities.

Application Deadline This position will be reputed company for a minimum of 3 business days or until filled. This position is not reputed company to individuals who are temporarily authorized to work in the U.S. Apply tot his job Apply To this Job