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Job Description & How to Apply Below
In this pivotal role, you will enhance business growth and retention of assigned group retirement clients. Your deep understanding of retirement governance, investments, and client needs will be essential in driving success. You'll also support various initiatives improving the client experience through exceptional service.
Key Responsibilities:
• Maintain relationships with group retirement clients
• Support sales initiatives for cross-selling services
• Guide clients on plan design and compliance inquiries
• Prepare materials for client meetings and initiatives
• Develop expertise in retirement industry trends
Requirements:
• At least 5 years in the retirement or pension industry
• Exceptional client service and relationship skills
• In-depth knowledge of governance and regulatory standards
• Strong organizational and time management skills
• LLQP license required or to be obtained
Excel in providing outstanding retirement consulting services with People Corporation, prioritizing client satisfaction.
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