Indiana Licensed Retirement Account Manager

A company is looking for a Retirement Plan Account Manager. Key Responsibilities Focus on client retention through relationship building and satisfaction Collaborate with internal teams to resolve challenges and implement solutions Lead projects and initiatives while educating clients on retirement plan benefits Required Qualifications 3 - 5+ years of experience in relationship management and/or the retirement industry ASPPA RPF certification within 180 days of hire Ability to work independently and as part of a team 4-year degree or equivalent work experience Demonstrated critical thinking skills

Jun 18, 2025 - 17:40

A company is looking for a Retirement Plan Account Manager. Key Responsibilities Focus on client retention through relationship building and satisfaction Collaborate with internal teams to resolve challenges and implement solutions Lead projects and initiatives while educating clients on retirement plan benefits Required Qualifications 3 - 5+ years of experience in relationship management and/or the retirement industry ASPPA RPF certification within 180 days of hire Ability to work independently and as part of a team 4-year degree or equivalent work experience Demonstrated critical thinking skills