Strategic Retirement Plan Relationship Manager
alooolaKingston, NJ
Strategic Retirement Plan Relationship Manager
alooolaKingston, NJ
9 days ago
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPersonal Financial AdvisorsSales and Related Workers, All OtherIndustries
Portfolio Management and Investment AdviceAll Other Personal ServicesTelemarketing Bureaus and Other Contact CentersAbout the role
alooola is seeking a Client Relationship Manager to service an existing client base and develop new business nationwide, primarily for corporate retirement plans (401(k)). In the first 90 days you will inherit 150–200 clients for outreach, schedule 5–8 in-person meetings, and identify opportunities to optimize plan allocations.
You will own the full sales cycle—from prospecting to close—and travel to client offices as needed.
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JOB OVERVIEW
Experience level
Senior
Location
Kingston, NJ
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Portfolio Management and Investment Advice
Posted
9 days ago
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