Retirement Services Account Executive

???? Description

• Deliver best in class client service
• Independently manage 50 accounts; anticipate needs
• Build strong client relationships; ensure daily needs met
• Prepare and conduct regular plan reviews with clients
• Elevate end-to-end client experience; collaborate cross-functionally
• Lead client presentations and project plans; coordinate resources

???? Requirements

• 7+ years of relevant experience
• High integrity and confidentiality
• Strong communication across stakeholders
• Excellent project and time management
• Proficient with MS Office; willing to learn new tools
• Series 65 license preferred or completed within 1 month

???? Benefits

• Flexible work environment; remote or hybrid options
• Inclusive, equal opportunity workplace
• Reasonable accommodations available
• Full benefits package including medical and 401(k)
• Growth opportunities and community involvement

Meet JobCopilot: Your Personal AI Job Hunter

Automatically Apply to Sales Jobs. Just set your preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.

Help us maintain the quality of jobs posted on Empllo!

Is this position not a remote job?

Let us know!