
Retirement Plans: Client Relationship Lead
Digital Insurance LLC, Atlanta, Georgia, United States, 30383
A financial services firm in Atlanta seeks a Client Relationship Manager to build and manage strong relationships with retirement plan clients. This role involves leading client relationships, collaborating on retirement solutions, and identifying cross-sale opportunities. The ideal candidate has a Bachelor's degree and 5+ years of experience in retirement planning, along with outstanding communication and interpersonal skills. A commitment to confidentiality and regulatory compliance is essential, with business travel up to 25%.
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