Account Executive

• Collaborate with advisors, third party administrators, and business owners
• Serve as the primary point of engagement for advisors and small business decision makers
• Provide thought leadership and improve client dedication with Financial Advisors
• Influence success via warm leads and customer needs identification
• Guide retirement benefits strategies using provided tools and solutions
• Develop and manage a pipeline of business in a specific territory

VP, Regional Account Executive – 401K Sales

Regional Sales Account Executive

Sales Consultant

Major Account Sales Representative

Cleaning and Restoration Sales Representative

Associate Account Executive – Screening