Lead the management of complex employee benefit accounts, serving as the primary contact for clients. Provide expert guidance, oversee service delivery, and ensure compliance while fostering strong relationships with clients and insurance carriers.

Drive organic growth and build relationships by providing consulting solutions for retirement plans. Lead sales initiatives from prospecting to closing, collaborating with colleagues to enhance client satisfaction and expand market reach.

Grow your career with a dynamic role focused on retirement sales consulting. Drive business expansion through relationship building, consultative sales, and innovative marketing strategies, while delivering exceptional client satisfaction and profitability.

Join a team that's dedicated to enhancing client experiences by consulting on retirement solutions. You'll manage relationships, drive business growth, and provide guidance on compliance and plan design to ensure client satisfaction and retention.

Drive profitability and organic growth in retirement solutions by cultivating client relationships, leading new business development, and leveraging strategic partnerships to deliver tailored investment advisory services to various plan sponsors.