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Retirement Plan Consultant

Company: VirtualVocations
Location: Huntington Beach
Posted on: September 17, 2023

Job Description:

A company is looking for a Retirement Plan Consultant.
Key Responsibilities:

Provide competitive analysis including fee disclosure analysis & comparisons to assist in the sales process
Drive and bridge client relationships to the implementation stage and sometimes ongoing
Track product request and develop input to contribute to the increasing technology service that the company provides to clients

Required Qualifications:

5+ years of experience in a client facing role in the financial or retirement industry
Prior Defined Contribution industry experience required
A people person who truly enjoys interacting with clients and can communicate difficult concepts fluidly
A strong work ethic, proactively following up with customers and keeping them on track
Bachelor's degree or equivalent experience

Keywords: VirtualVocations, Huntington Beach , Retirement Plan Consultant, Professions , Huntington Beach, California

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