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Retirement Plans Installations & Proposals Lead

Western & Southern Financial Group, Cincinnati, OH, United States


A financial services company in Cincinnati is looking for a qualified individual to manage the production of retirement plan proposals and ensure compliance during the installation process. Key responsibilities include analyzing plan designs, supporting sales consultants, and managing documentation throughout the installation phases. Ideal candidates should possess a Bachelor's degree in business or a related field and demonstrate strong analytical and communication skills. This role requires the ability to work effectively in an office setting and engage positively with clients. #J-18808-Ljbffr