About this role

Engage with advisors and clients in all phases of the sales process and implementation handoff
Provide support from initial pricing through Implementation
Managing the proposal activities and sales process for new business opportunities including developing responses, planning, organizing timeline and project deliverables
Perform client data analysis to support the positioning of our products value in the sales process
Proactively manage the sales hand-off process for new business within critical project deadlines

Bachelor’s Degree or equivalent with 7 years’ experience
Knowledge of defined contribution, nonqualified, workplace benefits and/or financial services industry
Strong understanding of financial advisors and/or third-party administrators
Experience working with sales teams or in collaborative partnerships
Advanced investment product knowledge
Series 7 and 63 Required or attained in 90 days
Outstanding attention to detail
Strong project management skills

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources

Core Account Manager – 401K Sales Delivery

Key skills