Texas Licensed 401(k) Account Manager - Virginia Beach Virginia

Company: VirtualVocations
Location: Virginia Beach, Virginia
Posted On: 02/02/2025

A company is looking for an Account Manager - 401K.



Key Responsibilities

Support 401(k) Producers with sales support and customer service for assigned clients
Manage procurement, placement, and implementation of defined contribution plans
Maintain ongoing client contact and assist with vendor management and data collection processes


Required Qualifications

Bachelor's degree or equivalent combination of education and experience
Three or more years of related work experience
Understanding of retirement plan types and ERISA guidelines
Valid Series 65 license; securities license preferred
Experience with small to mid-sized clients (less than 250) More...

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