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Retirement Planning Advisor | Client & Education
Job in
Rio Rancho, Sandoval County, New Mexico, 87144, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Sales
Business Development, Client Relationship Manager
Job Description & How to Apply Below
Jobtailor is seeking a results-driven sales professional to generate new business opportunities and manage a defined customer portfolio. You will be the primary contact for clients, presenting formal proposals and maintaining ongoing development through regular reviews.
You will educate clients on market conditions, investments, performance, and regulatory changes, while building lasting relationships and meeting annual revenue targets within a defined territory.
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