You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations
Job Summary
You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations.
As part of our sales team, you will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Matching Summary
You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations.
Salary
Base: $61,000 - $74,500; Bonus/Equity: Annual bonus eligibility; Benefits: Competitive compensation, generous retirement plan, health and wellness, PTO, family care