California Licensed Retirement Consultant
Company: VirtualVocations
Location: Alpharetta
Posted on: March 23, 2025
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Job Description:
A company is looking for a Sr. Retirement Plan Consultant.
Key Responsibilities
Manage ongoing client relationships and act as the primary contact
for client interactions
Collaborate with operations and client services teams to ensure
exceptional service delivery
Provide insights to product and engineering teams to enhance client
experience and drive new initiatives
Required Qualifications
Bachelor's degree
401(k)-specific experience
Willingness to obtain Series 65 license
Passionate about delivering an exceptional client experience
Deep desire to learn and grow as a professional
Keywords: VirtualVocations, Alpharetta , California Licensed Retirement Consultant, Professions , Alpharetta, Georgia
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