- Principal Financial Group (Seattle, WA)
- …for the client. Here are some of the examples of the things you'll do: + Drive retirement plan sales throughout the market by calling on advisors to promote ... combination of education and professional work experience. + 2+ years of retirement sales experience with deep knowledge on retirement products. + Strong… more
- T. Rowe Price (Baltimore, MD)
- …experience in Pacific Northwest territory + Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales + FINRA Series 7 and Series 63 ... + 10+ years of external wholesaling experience in Pacific Northwest territory. + DCIO and/or Retirement Plan Sales a must. Preferred: + CIMA + MBA + CFP +… more
- Paychex (Columbus, OH)
- …knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. + May be required to ... the Human Resource Services organization. Responsibilities + Presents all retirement plan and flexible spending account products...the prospect universe for the purpose of closing new sales . Leverage the Go-to-Market Sales Strategy to… more
- Paychex (CA)
- …knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. + May be required to ... the Human Resource Services organization. Responsibilities + Presents all retirement plan and flexible spending account products...the prospect universe for the purpose of closing new sales . Leverage the Go-to-Market Sales Strategy to… more
- Ascensus (Queens County, NY)
- …3-5 years' experience in a business development role in the retirement plan industry. + Proven successful sales experience of retirement administrative ... meet assigned sales goals. Includes directly coordinating sales activities for key Plan Sponsor relationships,...with Financial Advisors with the goal of earning their retirement plan business + Coordinate wholesaling efforts… more
- Lincoln Financial Group (Radnor, PA)
- … Quality Assurance Rep, you will be responsible for supporting the Small Market Retirement Plan Services (RPS) Internal/External sales teams while getting ... Paperwork using DocuSign + Developing and maintaining an understanding of the Retirement Plan products, services, and operational structure to enhance ability… more
- T. Rowe Price (Owings Mills, MD)
- …enrich your life: + Competitive compensation + Annual bonus eligibility + A generous retirement plan + Hybrid work schedule + Health and wellness benefits, ... performance. Assists in establishing the technical approach to analytical work within Sales and Relationship Management. Analyzes data, trends, plan changes, and… more
- JPMorgan Chase (Columbus, OH)
- …of the firm's top strategic priorities. **Job Summary** As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you ... include connecting advisors and their clients to our award-winning retirement plan resources and solutions, with the...client decisions + Coordinating with DC and retail field sales counterparts to promote platform solutions + Implementing our… more
- HUB International (Dallas, TX)
- …committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United ... are looking for a motivated individual to join our Retirement Plan Specialist ("RPS") Team. The RPS.... Manage a strong Client relationship . Identify additional sales opportunities for Clients . Provide exceptional service by… more
- ADP (Westerville, OH)
- …you'll enjoy the rewards, support and recognition you deserve. ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new ... working on a sales quota + Demonstrated ability to exceed sales quotas + Business-to-business experience, qualified plan industry, Defined Contribution … more
- Lincoln Financial Group (San Francisco, CA)
- …**Requisition #:** 73578 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a ... business plan to achieve sales and growth goals...core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31,… more
- Lincoln Financial Group (Columbus, OH)
- …excited to bring on a **Manager** to join the Call Center supporting our Retirement Plan Services organization to work in a remote environment. _Background ... Details_ As a Manager within the Retirement Plan Services Call Center, you will...unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The… more
- Lincoln Financial Group (Columbus, OH)
- …provides leadership, direction and functional expertise to ensure departmental results for our Retirement Plan Services team. You will direct and provide subject ... designation with additional years actuarial experience) _Nice-to-Haves:_ + 2+ years Retirement Plan Services experience **Application Deadline** Applications for… more
- Movn Health (NY)
- …with heart disease. A Summary of What You Will Do The Account Executive, Health Plan Sales is responsible for driving growth by establishing and securing new ... partnerships. + Collaboration with Internal Teams: Work cross-functionally with sales , operations, clinical teams, and leadership to align partnerships...offers free One Medical memberships and virtual care. + Retirement Plan : a 401K plan … more
- PNC (Houston, TX)
- …and have an opportunity to contribute to the company's success. As a Retirement Plan Advisor Sr within PNC's Institutional Asset Management organization, you ... service benchmarking. Responsibilities include working closely with clients on: plan design, investments, vendor management, participant education, and legislative… more
- AON (Washington, DC)
- Aon is looking for a Partner-level hire for its Retirement Actuarial Consulting practice in Washington, DC Aon exists to shape decisions for the better - to protect ... As part of an industry-leading team, you will advise clients on retirement strategy and provide Wealth solutions that help employers, fiduciaries, and investment… more
- Aegon Asset Management (CA)
- …as necessary, to the T ransamerica Advice Center for consolidation through the retirement plan and IRA options. + Explain and ensure participants understand ... Job Family Business Development / Direct Sales About Us At Transamerica, hard work, innovative...+ Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within… more
- Aegon Asset Management (FL)
- …as necessary, to the T ransamerica Advice Center for consolidation through the retirement plan and IRA options. + Explain and ensure participants understand ... Job Family Business Development / Direct Sales About Us At Transamerica, hard work, innovative...+ Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within… more
- Nuveen Investments (New York, NY)
- …Collective Investment Trusts (CIT), sub-advised management and annuity products to retirement plan intermediaries including, but not limited to, broker-dealers, ... maintains up-to-date DCIO knowledge and leverages experience in the retirement plan investment business, along with best...advisers to define client goals, address concerns and to plan DCIO sales approach. + Tracks prospects… more
- USAA (San Antonio, TX)
- …and retirement events and understands the role of annuities in a retirement income plan . Documents relevant information as it relates to building a ... advice and strategies and understand the steps in creating an effective retirement income plan . + Recommends relevant financial product and services and… more