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Retirement Plan Specialist
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- Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension and retirement-related services, along with leading customer support.
- Our Richmond office is one of 33 Regional Offices several and Branch Offices located across the continental United States, (in addition to our New York City Headquarters and our Boca Raton, Florida location).
- Setting qualified appointments with plan sponsors of 401k and 403b Plans through multiple strategies, cold calling, networking, and referral
- Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialists territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities
- Two or more years of outside business-to-business sales experience with proven proficiency in selling, presentation skills, prospecting, and territory management
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