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The Senior Retirement Plan Sales Executive sells 401(k) Retirement Plan Services (RPS) full-service recordkeeping to small and mid-market clients (Defined Contribution plans under $50 million in AUA) with the objective of creating a partnership with T. Rowe Price.
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Prepare and present screening memos and detailed investment recommendations (both written and oral) to the Managing Director, CIO and Retirement Board for review and approval. Associate Portfolio Manager – Private Equity - San Francisco Employees' Retirement System (0923) (144152.
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The San Francisco Employees’ Retirement System (SFERS) is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to the active and retired members of the City and County of San Francisco.
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The ideal candidate will have a strong background in the Retirement Services industry, with a focus on selling consulting and fiduciary services, as well as expertise in plan governance. If you are a dynamic professional with a passion for the Retirement Services industry and a proven ability to drive B2B sales, we invite you to apply.
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We are the only 401(k) provider that allows people to invest directly into spot crypto and our growth reflects that.
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Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. Presents all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing new sales.
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Retirement Plan Specialist for the Tax Exempt Market delivering on-site education for plan sponsor and participants for the City of San Jose. Assist in scheduling retirement seminars/one-on-one appointments.
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FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. 5 years of prior ERISA experience in the retirement industry preferred.
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Established in 1889 as a fund for families and orphans of firefighters and police officers, today the San Francisco Employees’ Retirement System serves more than 75,000 active, vested, and retired employees of the City and County of San Francisco and their survivors.
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Minimum 5 years of hands on Retirement plan testing experience is a must; 8+ years is preferred. Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements.
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For more information, visit supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.
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Voya Retirement Plan - employer paid cash balance retirement plan (4%) Retirement Plan Specialist for the Tax Exempt Market. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars.
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