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Account Manager

HORAN Retirement Advisors

in Cincinnati OH

Job Title:             Account Manager

Department:       HORAN Retirement Advisors                                  

FLSA Status:       Exempt

Reports to:         Vice President of HRA Account Management                    

Position Summary:

The Account Manager is responsible for a book of business of defined contribution plans. This individual is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships, and meeting the needs of Plan Sponsors.

Core Responsibilities:

  • Focuses on understanding and responding to client needs. Assumes a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues.
  • Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
  • Drive toward optimal plan design (i.e. Automatic Enrollment, Automatic Increase, etc.)
  • Builds client relationship to highest level of decision makers.
  • Plans and conducts effective in-person and/or phone meetings.
  • Facilitates discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
  • Responsible for analyzing the client's investment architecture and providing appropriate alternatives.
  • Actively facilitates Investment Review meetings.
  • Deliver 1:1 employee education to drive increased plan participation, higher contribution rates and appropriate asset allocation.
  • Participate in Sales support activities such as referrals, references and cross-selling across multiple business units.
  • Develop meaningful relationships with advisors and centers of influence to help build the business.
  • Build strong relationships with our recordkeeper and TPA partners in delivering exceptional service to our clients.
  • Complete annual Firm Element and FINRA continuing education, as required.

Qualifications:

  • An individual of high integrity with good judgment skills, and who is committed to doing the right thing for their clients.
  • Broad understanding of retirement benefits, including regulations and plan design.

Education:

  • 4-year degree from an accredited University.

Relevant Work Experience:

  • Minimum of 7 years (preferably more) of experience in Relationship Management, preferably within the retirement industry.

Required Licensure/Certifications:

  • Life License.
  • FINRA Series 6 or 63.

How to Apply

Candidates should send their resumes to Diana Small at DianaS@horanassoc.com

Visit our web site.


This ad has been viewed 563 times. It expires on 2/3/2018.

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