Required Skills

To excel in this role, candidates should possess the following skills:
• Bachelor's degree in Business, Accounting, Finance, or a related discipline.
• 5-7 years of pertinent experience.
• Strong knowledge of the retirement plan sector, including IRAs.
• Demonstrated capability to up-sell and create new business opportunities.
• Excellent verbal and written communication skills, complemented by a positive attitude and collaborative spirit.
• Self-motivated individual with outstanding planning, organizational, and time management abilities.
• Proactive problem-solving and decision-making skills, with a strong focus on client engagement.
• Familiarity with Salesforce or other CRM systems.

Join us in our commitment to transforming health and wealth solutions. We proudly support millions of clients and numerous institutions, assisting individuals in planning, saving, and investing for a prosperous future. Our dedication to achieving better outcomes is evident through our diverse array of services, including automatic rollover services, health savings accounts, and emergency savings funds.

Employment Type: Full-Time