About this role
Role Overview
- Works with business partners on the implementation of business plans
- Services clients, drives best practices, and improves client outcomes through excellent customer service
- Serves as the primary administrative point of contact and advocate for assigned institutions
- Develops holistic plan management routines that help identify plan efficiency opportunities
- Responds to customers' inquiries and manage issues that arise with specific products and services
- Deepens relationships with plan sponsors, HR partners, and internal support teams
- Partners with CSM I in pooled model to ensure specific administrative and operational activities are managed for institutional clients
Requirements
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (Resident State)
- Multiple Issuers required
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings