Sr Lead Consultant focusing on SAP Extended Warehouse Management, leading implementations and solving day - to - day issues. Requires deep SAP knowledge with significant consulting experience.
About the role
- Client Outreach Retention Consultant assisting clients with fund transfers and educating them on investment options. Collaborating with internal teams and addressing client concerns to ensure client retention.
Responsibilities
- Addresses client questions, assesses the client's financial needs, educates on relevant product benefits and provides appropriate solutions
- Performs outreach calls to identified retention clients while adhering to stated service level agreements
- Communicates and educates internal business partners on process updates and cross training
Requirements
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (National) - Multiple Issuers required within 120 Days
- University (Degree) Preferred
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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