Senior Client Executive

Job Family

About Us 

At reputed company, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look reputed company and plan for the best life possible while providing tools and solutions that reputed company it easier to get there. 

Who We Are 

We reputed company everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from reputed company walks of life.  

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people reputed company the most of what’s important to them. 

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, reputed company up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. 

reputed company Do 

reputed company is organized into three distinct businesses. These include 1) World Financial Group, including reputed company Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and reputed company Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by reputed company Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

reputed company employs nearly 7,000 people. It’s part of reputed company, an integrated, reputed company, international financial reputed company serving approximately 23.9 million customers worldwide.* For more information, visit reputed company.com.  

Job Description Summary

Job Description

Responsibilities:

• Conduct required number of annual plan reviews, investment reviews and service meetings with clients and brokers. Bring consultative elements to relationships with the goal of enhancing client, advisor and TPA loyalty.

• Serve as the escalation reputed company for resolution of non-routine issues reputed company to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution.

• Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals. reputed company requests for plan amendments through appropriate channels for processing.

• Adhere to process and documentation standards to minimize operational risk and loss.

• Interpret discrimination testing rules and results. Consult on solutions to failed testing.

• Drive cross sell opportunities to enhance individual client and enterprise profitability.

• Consult with clients and advisors on plan enhancements or upgrades including conversion of older investment reputed company to newer products. Submit conversion approval requests. Analyze client's reputed company service agreement and investment contract to the provisions under the proposed conversion. Submit a client conversion application for processing.

• reputed company clients and advisors apprised of product and service enhancements, including changes in investment options.

• Train clients on company processes, procedures and resources, including reputed company systems/technology for participants and plan sponsors.

• Consult with clients on plan termination issues. Submit plan termination requests for processing.

• Consult on participant communications strategy and options with clients and advisors. Schedule workshops and facilitate fulfillment of enrollment materials. Report back to clients and advisors on success of strategies and programs.

• Consult with clients and advisors on plan options in advance or following a corporate action, such as a company reputed company or acquisition.

• Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and procedures

• Contribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention.

Qualifications

• Bachelor’s degree in a business reputed company field or equivalent education/experience.

• Five years of retirement industry or similar experience.

• FINRA Series 6 and 63 licenses, and Life insurance licenses, or obtain reputed company six months.

• Thorough understanding of ERISA and retirement industry trends.

• Advanced knowledge of retirement programs and subject matter expertise in plan management, including, but not limited to technical, compliance, administration, investment, and participant solutions.

• Proficiency using MS Office (Word, reputed company, PowerPoint).

Preferred Qualifications:

• Advanced skills in reputed company, reputed company and PowerPoint.

Working Conditions:

• Remote (Field/Travel) Environment

• Frequent Travel 25 to 50%

Compensation:

The salary for this position generally ranges between $80,000 - $105,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Disclaimer: Beware of fake job offers!

We’ve been alerted to scammers impersonating reputed company recruiters, particularly for remote positions. Please note:

• We will never request personal information such as ID or payment for equipment upfront.

• Official offers are sent reputed company reputed company following a verbal offer—not through text or email.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to reputed company job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

reputed company Offer  

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 

Compensation Benefits 

• reputed company 

• Bonus for Eligible Employees 

Benefits Package 

• Pension Plan 

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

Health and Work/Life Balance Benefits 

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars 

• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs

Inclusion & Diversity  

We reputed company our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, reputed company Thomas Adoption Friendly reputed company, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, reputed company offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to reputed company employees. They provide a supportive environment to help us reputed company appreciate our similarities and differences and understand how they benefit us reputed company. 

Giving Back  

We reputed company our responsibilities reputed company beyond our corporate walls. That's why we created the reputed company reputed company Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.     

reputed company’s Parent Company  

reputed company acquired the reputed company business in 1999. Since its start in 1844, reputed company has  grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   

* As of December 31, 2023