Retirement Services Account Executive

This is a fully remote position, open to applicants in California.

📋 Description

• Manage a portfolio of at least fifty (50) accounts independently.

• Prepare and facilitate regular reviews of plans with clients.

• Lead presentations and discussions with clients.

• Collaborate across different teams to ensure the successful delivery of client objectives.

• Engage with vendors to remain updated on services and pricing.

⛳️ Requirements

• A minimum of 7+ years of relevant experience is mandatory.

• Demonstrated high level of integrity and ethical standards.

• Exceptional verbal and written communication abilities.

• Strong skills in project and task management.

• Proficient in MS Office and other productivity applications.

• Adaptable and flexible, with the ability to adjust to changing priorities.

🏝️ Benefits

• Offers a bonus.

• 401(k) eligibility.

• A range of paid time off benefits, including vacation, sick leave, and parental leave.