Key Focus/Scope
Position is part of a three member sales team responsible for effectively managing targeted intermediary relationships by:
- Working with area Regional VP (RVP) and Retirement Plan Sales Associate (RPSA) to provide in-force plan support to “focus” Advisers
- Partnering with focus Advisors to provide expertise and to ease the administrative burden associated with retirement plans
- Retention of existing plans through service excellence and an in-force re-pricing strategy
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