Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Retirement Plan Client Service Executive

Expired Job

Cps, Inc. Charlotte , NC 28201

Posted 2 months ago

RETIREMENT PLAN CLIENT SERVICE EXECUTIVE (North Carolina)
Position is responsible for supporting institutional retirement plan Financial Advisors and Plan Sponsors.
This role is an internal business partner to Financial Advisors and a liaison and relationship builder to Plan Sponsors.
Answer questions, give advice & solve problems regarding institutional 401(k), plans, investments, etc.
Plans include 401(k), Non-Qualified, Defined Benefit, etc.
Average clients range between $1M - $50M in assets.
MUST have a PASSION for client service!

#LI-KF1

Requirements:
RETIREMENT PLAN CLIENT SERVICE EXECUTIVE (North Carolina)
3+ years experience in Retirement Services / Financial Services industry.
Strong understanding of retirement plans and ERISA guidelines.
Ideal candidate will have 401(k) relationship management, recordkeeping and/or plan valuation experience.
FINRA licensing (Series 6 or 7) or the ability to obtain within the 1st 120 days of employment.
Candidate should have strong Microsoft Office skills, especially PowerPoint & Excel.
MUST have strong client service experience! This is NON-NEGOTIABLE!

#LI-KF1


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Client Executive

Vmware, Inc.

Posted 2 weeks ago

VIEW JOBS 10/31/2018 12:00:00 AM 2019-01-29T00:00 Business Summary: VMware is the leader in virtualization and cloud infrastructure solutions that enable our more than 350,000 enterprise and SMB customers to thrive in the Cloud Era/ A pioneer in the use of virtualization and automation technologies, VMware simplifies IT complexity across the entire data center to the virtual workplace, empowering customers with solutions in the software-defined data center to hybrid cloud computing and the mobile workspace. Our team of 20,000+ people working in 50+ locations worldwide is committed to building a community where great people want to work long term by living our values of passion, innovation, execution, teamwork, active learning and giving back. If you are ready to accelerate, innovate and lead, join us as we challenge constraints and problem solve for tomorrow today Job Role and Responsibilities: Our Client Executive team is made up of passionate and high-reaching sales consultants who are committed to integrating within our customers' business to offer premier VMware solutions in the Dallas/Ft Worth area. The Client Executive will be responsible for solution selling by orchestrating and demonstrating VMware's Systems Engineering, Product Specialists, Professional Services, Partner Channel, Inside Sales and other VMware resources to drive net new revenue for the company. VMware has and continues to build a top performing sales team who has the desire, determination and deliver. * Responsible for selling the complete VMware portfolio of products and services within a list of approximately 5 Enterprise accounts * Drive account sales strategy and establish communication cadence with the extended account resources to ensure full engagement and accountability * Collaborate with Systems Engineering, Inside Sales, Specialists, Professional Services and channel partners * Develop and lead a partner strategy by selecting a set of "preferred" partners, developing a collaborative account plan that enables channel partners to be an extension of VMware's sales force * Learn and understand the assigned customer's business model and match the VMware solution to the needs, challenges, and technical requirements * Strengthen existing relationships within the assigned accounts and elevate VMware to a more strategic position * Ability to build proposals and communicate the business value and/or return on investment of proposed products and solutions to the customer * Utilize VMware EPIC2 values (Execution, Passion, Integrity, Customers, Community) to conduct day to day business * Accurately forecast bookings on a weekly, monthly and quarterly basis Required Skills: * Are you the quaterbacking the account, orchestrating resources and selling solutions to your customers? * You have experience selling complex solutions, requiring implementation, integration and Professional Services to execute * You are a Self-starter with a high energy level * You have the ability to work with all levels of individuals * You hold a strong track record of quota over-achievement * You partner well and are accustomed to working with the channel * You pride yourself on being an excellent communicator, both written and verbal * You are a Dynamic presenter with the ability to translate technical capabilities to business outcomes * Experience building demand with cycle times of 6-24 months * Able to work across IT, Ops, Dev/Ops and Line of Business leaders Preferred Skills: Our team looks for individuals who embody our values of humility, compassion, collaboration above isolationism, respectfulness, integrity, and good-natured fun. Additionally we would like: * You have experience in Software, Cloud, or Infrastructure such as Compute, Network, Storage * You have sold solutions in an enterprise level company Vmware, Inc. Charlotte NC

Retirement Plan Client Service Executive

Expired Job

Cps, Inc.