Retirement Plan Advisor
About this role
Retirement Plan Advisor
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k) and Government 457b plan participants across a variety of plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned. This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
This Retirement Plan Advisor will work with public employees in the Greater Atlanta metro area. The Advisor must be based in this territory.
What you will do
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