State Licensed Client Relationship Manager

Job Summary

A company is looking for a Client Relationship Manager-Retirement.

Key Responsibilities

• Maintain and strengthen relationships with key clients, distribution partners, and TPAs
• Develop business plans to manage client relationships effectively
• Consult with clients on investment issues and assist with participant education campaigns

Required Qualifications

• Minimum of 4 years of experience in the financial services industry or 2 years in the defined contribution marketplace
• FINRA series 6 or 7 and 63 licenses required
• State insurance license is necessary
• Strong analytical, organizational, and time management skills
• Bachelor's degree preferred or equivalent work experience