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The Sales Consultant will identify investment professionals to promote retirement plan services, conduct presentations, maintain contact with key producers, analyze market trends, and build relationships with intermediary partners. This role requires excellent sales and negotiation skills, strong interpersonal abilities, and the capacity to thrive in a dynamic environment.
As the Annual Distributions Team Leader at Nova 401(k) Associates, you will manage a team to ensure regulatory compliance for distribution requests, mentor junior staff, and enhance existing processes. Your responsibilities include monitoring productivity, developing reports, and maintaining up-to-date knowledge of industry regulations.
The Implementation Specialist will onboard new clients, ensuring excellent service during the implementation phase by coordinating data collection and acting as a liaison between clients and service providers. They will participate in weekly calls to manage timelines and set up internal systems while adhering to company policies.
The Sales Consultant will promote Nova 401(k) Associates' retirement plan services to investment professionals, conduct presentations, maintain relationships with partners, analyze market trends, and participate in sales training. The role requires strong sales, communication, and organizational skills, as well as an understanding of the retirement industry.
The Sales Consultant will identify and promote Nova's retirement plan services to investment professionals, conduct presentations, maintain partner relationships, analyze market trends, and participate in training. A focus on building sales and negotiating is essential.
As a Sales Consultant at Nova 401(k) Associates, you will identify investment professionals, conduct presentations, maintain relationships with partners, and analyze market trends while representing the company's retirement planning services. The role requires excellent communication and sales skills, with opportunities for performance-based bonuses.
The Sales Consultant will identify investment professionals in the assigned region to promote Nova’s services, participate in presentations, maintain contact with key producers, analyze market trends, and build relationships with intermediary partners. The role involves some travel for training and requires excellent sales, negotiation, and interpersonal skills.
The Client Relationship Manager will maintain relationships with clients and advisors, manage a caseload, consult on plan operations, and ensure timely distribution of plan notices. The role provides a supportive work environment and requires a proactive approach to managing client accounts and resolving administrative issues.
The Defined Contribution Account Manager will maintain and enhance client and advisor relationships, manage a caseload of 401(k) plans, exemplify superior client service, ensure effective collaboration with various teams, and document client interactions in the workflow management system. The role emphasizes independence, proactive management, and ongoing professional development.
The AMP Account Manager will manage client and advisor relationships, maintain a caseload of PEP and 402(a) clients, and exemplify superior client service. The role involves proactive communication about industry developments and collaboration with other departments to ensure a high-quality client experience, all while aligning with firm policies and achieving team goals.
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