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Ohio Licensed Retirement Consultant
A company is looking for a Sr. Retirement Plan Consultant. Key Responsibilities Consult with employers on 401(k) plan design and maintain client relationships Identify and lead automation and scale initiatives to enhance service delivery Collaborate with product and engineering teams to improve client experience Required Qualifications Bachelor's degree 401(k)-specific experience Willingness to obtain Series 65 license Passion for delivering an exceptional client experience Desire to learn and grow professionally
A company is looking for a Sr. Retirement Plan Consultant.
Key Responsibilities
Consult with employers on 401(k) plan design and maintain client relationships
Identify and lead automation and scale initiatives to enhance service delivery
Collaborate with product and engineering teams to improve client experience
Required Qualifications
Bachelor's degree
401(k)-specific experience
Willingness to obtain Series 65 license
Passion for delivering an exceptional client experience
Desire to learn and grow professionally