Corporate Retirement Plan Relationship Manager

L5

alooolaPrinceton, NJ8 days ago
alooola is a wealth management platform focused on medical professionals and corporate employees. The role involves meeting with and servicing an existing client base while pursuing new business development for the corporate 401(k) retirement plan line. You will travel to client offices and present plans, build a robust CRM-driven pipeline, and collaborate with advisory teams to ensure proposals are deliverable.
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Level

SeniorL5

Location

Princeton, NJ

Occupation

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

Industry

Pension Funds

Posted

8 days ago

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