Job Summary

An insurance company needs applicants for an opening for a Remote Retirement Services Account Manager.

Core Responsibilities of this position include:

• Acting as day-to-day point of contact for clients and respond to inquiries in a timely fashion
• Coordinating, attending, facilitating and leading client meetings throughout the year
• Managing and delivering the client educational seminars

Qualifications Include:

• Excellent communication skills
• Excellent customer service skills, professionalism and tact
• Proficient knowledge and use of Microsoft Office and advanced complexities of features
• Minimum of 3 years of relevant work experience and Series 65 License
• High School Education required
• Benefits experience required