New York Licensed Account Executive

Virtual Vocations Inc8 months ago
Sacramento, CA, United States
Remote
Full-time
Junior Level (1-3 years)

Job Description

A company is looking for an Account Executive - 401K.

Key Responsibilities

  • Support 401(k) Producers with sales support and client service
  • Manage procurement, placement, and implementation of retirement plans
  • Maintain client contact and assist with vendor management and plan issues

Required Qualifications

  • Bachelor's degree or: equivalent combination of education and experience
  • Five or more: years of related work experience
  • Understanding of: retirement plan types and ERISA guidelines
  • Experience with: mid to large clients (250+ employees)
  • Valid Series 65 license: (or must be obtained within 90 days of employment)

Required Skills

ERISA Guidelines
Sales Support
Client Service
Vendor Management
Retirement Plans