Sales Manager leading a team of 5 to drive strategic growth for restaurant services group. Focused on developing and executing sales strategies to boost revenue and market expansion.
About the role
- Retirement Sales Associate supporting Exclusive Agents and clients in managing retirement rollover cases. Working in a fully remote or hybrid capacity to ensure a high-quality client experience.
Responsibilities
- Manage retirement rollover cases from EA intake through application completion and account setup
- Coordinate and track rollover documentation, including requests to incumbent vendors
- Monitor rollover pipelines, follow up on pending transfers, and resolve “not in good order” items
- Serve as the primary operational contact for clients and Exclusive Agents on rollover status and next steps
- Partner with internal teams and vendors to ensure timely, accurate processing
- Ensure all activities comply with Reg BI, suitability, and internal guidelines
- Maintain accurate documentation and update systems such as FireLight and RightBridge
- Track and report rollover activity, turnaround times, and completed cases
Requirements
- Series 6 & 63 licenses required (Series 7 preferred)
- Knowledge of retirement products, 403(b) plans, and rollovers
- Strong organizational, communication, and follow-up skills
- Ability to manage multiple cases and meet deadlines
- Experience in financial services operations, retirement support, or client service preferred
- Sales retention experience a plus
Benefits
- Remote office environment
- Up to 10% travel may be required
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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