Senior Retirement Consultation Manager - Tulsa Oklahoma

Company: VirtualVocations
Location: Tulsa, Oklahoma
Posted On: 01/29/2025

A company is looking for a Senior Manager Retirement Consultation - RPAT.



Key Responsibilities

Lead and motivate a team of Senior Retirement Consultants to achieve customer deepening goals and operational excellence
Develop and implement strategies to meet business goals and drive adoption of new products and services
Manage service level metrics, oversee retention rates, and ensure high-quality customer experiences


Required Qualifications

3-5 years of relevant financial experience and/or leadership
2-4 years of demonstrated success in financial services
Bachelor's Degree or equivalent combination of education and professional experience
FINRA Series 7, 24, and 63 registrations required within corporate-established timelines
In-depth understanding of IRAs and retirement investment products/services More...

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