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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
What you will do
- Lead and manage a team of approximately 20 Roll-In Retirement Consultant to ensure adherence to department policies and winning metrics
- Manage referral generation and asset retention
- Perform call reviews and manage QA trends
- Facilitate timely resolution of customer escalations
- Collaborate with business partners to ensure seamless scheduling of associates and business operations
- Lead strategic operational, workflow and product enhancements
- Ensure compliance and strict adherence to policies and procedures
- Perform registered principal supervisory controls of registered representatives including but not limited to participant correspondence and practices
- Perform duties inherent in a managerial position
What you will bring
- Bachelor's degree in Business or related field preferred
- With no degree, a minimum four years of directly relat...