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Director of Retirement Plan Services

Sanford Advisory

in Portage MI

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We are looking for an outgoing, organized, and experienced individual to manage our retirement plan division. The candidate should have excellent communication skills along with technical knowledge of our industry. Main responsibilities are as follows: 

  • Act as the lead Relationship Manager for all existing retirement plans
  • Engage in new business development to help grow the division
  • Oversee all managerial aspects for the division - supervise retirement plan administrative personnel
  • Provide quarterly reporting to senior management / partners
  • Track qualified plan assets, activity, and compensation on a monthly basis
  • Work with outside vendors to stay up to date on all product offerings and procedural changes
  • Assist with individual meetings for plan participants
  • Create individualized presentations for prospective and existing clients
  • Generate and present annual plan reviews and investment reviews for all existing plans

Prefer a candidate with a business degree and licensing (Series 65 and Michigan Life & Health Insurance). 

Pay is commensurate with experience. Position includes a full benefits package, including 401k (with match and profit-sharing), health & disability insurance, and paid time-off. 

How to Apply

Please send resumes to:

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