Remote Financial Plan Account Manager II

Location: Nationwide
Compensation: Salary
Staff Reviewed: Mon, Jan 16, 2023
This job expires in: 11 days

Job Summary

An insurance services company has an open position for a Remote Financial Plan Account Manager II.

Must be able to:

  • Accountable for client retention, satisfaction and loyalty
  • Provide technical assistance and on-going support and knowledge to clients and advisors
  • Maintain plan and relationship specific information on our Customer Relationship Management tool

Qualifications for this position include:

  • Bachelor’s degree in related field or an equivalent combination of education
  • Professional certification: ASPPA CPC, QKA, QPA or NIPA (APA) (APR)
  • 2 - 4 years a client-facing role working with defined contribution plan administration
  • Experience with various plan types, investments, and federal pension regulations

COMPLETE JOB DESCRIPTION

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