New York Licensed Account Executive

Job Summary

A company is looking for an Account Executive - 401K.

Key Responsibilities

• Support 401(k) Producers with sales support and client service
• Manage procurement, placement, and implementation of retirement plans
• Maintain client contact and assist with vendor management and plan issues

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience
• Five or more years of related work experience
• Understanding of retirement plan types and ERISA guidelines
• Experience with mid to large clients (250+ employees)
• Valid Series 65 license (or must be obtained within 90 days of employment)