About this role

Advise members and clients on optimal strategies and determine target outcomes.
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Stay informed on financial services industry news, market trends, and best practices to identify business development opportunities.
Participate in outreach activities and maintain a presence in the community.
Conduct on-site visits to the businesses you serve.

Competitive salary and annual bonus
Four weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance, including telemedicine
Reimbursement for health and wellness expenses and telework equipment