Job Description
Job Description
:The incumbent will be responsible for establishing and maintaining client relationships for a portfolio of Corporate Account clients, Advisors and Consultants. The client base is composed of retirement arrangements that vary in design and consist of a broad range of products and investments offered by the division. The incumbent will interact with Advisors and plan sponsors.
What will you do?
Maintain reactive contact with the clients/advisor to ensure satisfaction and loyalty
Continuously assess the evolving needs of the client/advisor and introduce services or product solutions to meet those needs over time
Accountable for the overall profitability of the clients
Participate in plan review meetings and consult on plan amendment and design changes
Actively participate with the sales leader in the sales process (i.e. contribute to developing proposal for services, attend ...
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