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