Retirement Services Account Executive (Twin Cities)
Minneapolis, MN US | Work from home flexibility TELECOMMUTE US
Job Description
RETIREMENT SERVICES ACCOUNT EXECUTIVE
(Minneapolis-St. Paul Metro)
Looking for an enthusiastic Account Executive to join a dynamic team of Retirement Services sales and service professionals.
DUTIES INCLUDE:
- Service and maintain an existing book of small to mid-sized Qualified Retirement Plans
- Assist Sales Reps & Advisors
- Provide proactive administrative support
- Act as liaison between client and vendors to resolve issues and identify process improvement opportunities
- Schedule client meetings
- Create and prepare employee communication materials.
- Attend client meetings, if necessary
- Assist in the completion of meeting follow-up tasks
- Keep the CRM system updated with client data/info
- Participate in Team meetings
- Work towards improving the processes and deliverables of the retirement services team
- Coordinate timely input and updating of essential client/business data in the CRM system.
- Onboard new clients
- Willingness to deepen your understanding of the retirement services industry.
#LI-KF1
Job Requirements
RETIREMENT SERVICES ACCOUNT EXECUTIVE
(Minneapolis-St. Paul Metro)
- 2+ years of Retirement Services experience working in client service or financial services
- Professional industry designations ideal (or willingness to attain)
- Collaborative team player
- Excellent communication and time management skills to effectively service customers
- Must be a polished self-starter with ability to multi-task
- Detail-oriented with strong organizational skills to meet deadlines
- Ability to occasionally travel to client sites, as needed
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Meet Your Recruiter
Kristine Fornek
Senior Executive Recruiter / Market Specialist
SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates. There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career. I LOVE making those connections!
HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.