Series 65 Licensed Account Manager
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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Job Description:
A company is looking for a Retirement Services Account
Manager.
Key Responsibilities
Manage a minimum of ten client accounts and act as the day-to-day
point of contact
Coordinate and lead client meetings, educational seminars, and
special projects
Assess client needs and prepare recommendations for Account
Executives
Required Qualifications
Minimum of 3 years of relevant work experience
Benefits experience required
Series 65 License preferred or to be completed within 3 months of
start date
Strong understanding of industry knowledge and data analysis
Proficient knowledge of Microsoft Office and ability to learn
technology systems
Keywords: VirtualVocations, Malibu , Series 65 Licensed Account Manager, Executive , Vista, California
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