Indiana Licensed Retirement Account Manager

Job Summary

A company is looking for a Retirement Plan Account Manager.

Key Responsibilities

• Focus on client retention through relationship building and satisfaction
• Collaborate with internal teams to resolve challenges and implement solutions
• Lead projects and initiatives while educating clients on retirement plan benefits

Required Qualifications

• 3 - 5+ years of experience in relationship management and/or the retirement industry
• ASPPA RPF certification within 180 days of hire
• Ability to work independently and as part of a team
• 4-year degree or equivalent work experience
• Demonstrated critical thinking skills