Strategic Retirement Plan Relationship Manager

L5

alooolaKingston, NJ9 days ago
alooola is seeking a Client Relationship Manager to service an existing client base and develop new business nationwide, primarily for corporate retirement plans (401(k)). In the first 90 days you will inherit 150–200 clients for outreach, schedule 5–8 in-person meetings, and identify opportunities to optimize plan allocations. You will own the full sales cycle—from prospecting to close—and travel to client offices as needed.
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Level

SeniorL5

Location

Kingston, NJ

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Portfolio Management and Investment Advice

Posted

9 days ago

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