
Strategic Client Relationships Lead – Retirement Plans
Ascensus, Raleigh, NC, United States
A financial services company in North Carolina seeks an experienced professional to manage relationships with big and elite advisor plan clients. This role involves providing consultative support, promoting plan retention, and cross-selling opportunities. The ideal candidate has at least 7 years in the retirement services industry, excels in communication, and is proficient with Microsoft Office products. Strong analytical skills and the ability to work independently are essential. Competitive salary and benefits offered.
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