Texas Licensed 401(k) Account Manager
Company: VirtualVocations
Location: Everett
Posted on: January 31, 2025
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Job Description:
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)
Keywords: VirtualVocations, Edmonds , Texas Licensed 401(k) Account Manager, Executive , Everett, Washington
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