Found Description
Join People Corporation as a Consultant focusing on group retirement solutions and client relations. Leverage your expertise to deliver unmatched client experiences in a collaborative environment.
As a GRS Consultant, you will maintain and support a significant block of group retirement clients while identifying cross-sale opportunities. Your strategic approach will strengthen existing relationships and enhance client retention. The role requires excellent comprehension of retirement industry trends, governance, and investments.
Key Responsibilities:
• Service an assigned block of group retirement clients
• Facilitate business development and cross-sales
• Answer inquiries on retirement legislative requirements
• Document governance processes and service models
• Monitor and report on market trends
Requirements:
• 5+ years in a client-facing retirement role
• Proven business relationship skills
• Comprehensive knowledge of retirement investments and tax...
As a GRS Consultant, you will maintain and support a significant block of group retirement clients while identifying cross-sale opportunities. Your strategic approach will strengthen existing relationships and enhance client retention. The role requires excellent comprehension of retirement industry trends, governance, and investments.
Key Responsibilities:
• Service an assigned block of group retirement clients
• Facilitate business development and cross-sales
• Answer inquiries on retirement legislative requirements
• Document governance processes and service models
• Monitor and report on market trends
Requirements:
• 5+ years in a client-facing retirement role
• Proven business relationship skills
• Comprehensive knowledge of retirement investments and tax...
Ready to Apply?
Submit your application for Client-Facing Retirement Consultant Role at 705 GRS
Apply Now