Texas Licensed Account Executive

Job Summary

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

Key Responsibilities

• Provide sales support and customer service for assigned clients, managing employer-sponsored retirement plans
• Coordinate with vendors and Third Party Administrators for data collection and analysis, and prepare investment reviews
• Assist in plan implementation, conduct participant enrollment meetings, and manage complex plans with significant assets

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, operations, and ERISA guidelines
• Experience with mid to large clients (250+ employees)
• Valid Series 65 license (or must be obtained within 90 days of employment); securities license preferred