Are you a strategic relationship builder with a passion for helping businesses enhance their employee benefits? Join our team as a Retirement Plan Services Advisor (Business Development Officer), where you will play a key role in driving new business development with business owners and providing their employees with comprehensive retirement plan services.
About the Role
As a Retirement Plan Services Advisor, you will be responsible for developing new qualified and non-qualified retirement plan relationships, focusing on both acquiring new clients and delivering outstanding service to existing accounts. Your expertise will help business owners implement, administer, and optimize qualified employee retirement plans that support their workforce and their business goals.
Key Responsibilities
Qualifications
If you are ready to make an impact by helping business owners provide outstanding retirement benefits to their employees, we invite you to apply and be a part of our dedicated team!
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Wealth RPS Advisor • Green Bay, Wisconsin
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