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Telecommute Financial Services Lead Client Executive

Job is Expired
Location: Wisconsin
Compensation: To Be Discussed
Staff Reviewed: Fri, Apr 27, 2018
Job Category: Account Management, Sales
Weekly Hours: Full Time
Employer Type: Employer
Career Level: Experienced

Job Summary

A financial solutions company has an open position for a Telecommute Financial Services Lead Client Executive.

Must be able to:

  • Keep clients and advisors apprised of product and service enhancements
  • Manage an assigned book of business, providing strategic and tactical planning through proactive meetings
  • Cross sell additional products and services to deepen client relationships

Qualifications for this position include:

  • Frequent travel (25% -50%)
  • Seven years of retirement industry or similar experience
  • Bachelor's degree in a business related field or equivalent education/experience
  • FINRA Series 6 and 63, or obtain within six months
  • Thorough understanding of ERISA and retirement industry trends
  • Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions

COMPLETE JOB DESCRIPTION

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