This person will be given an existing book of business of 401k and 403b plans and will have to consult on plan design, retain the business and try and increase contribution. This position comes with a company car and most of the travel is regional. This person will also be responsible for selling investment products to the participants of those existing plans.
This person will be responsible for generating business through warm calls to the existing clients to set up financial planning opportunities. The goal of this role is to bring more assets into the company by rolling over particpant's 401k plans from other organizations into this platform as well as cross selling other investment products.
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