Senior Retirement Consultation Manager
Company: VirtualVocations
Location: Staten Island
Posted on: February 2, 2025
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Job Description:
A company is looking for a Senior Manager Retirement
Consultation - RPAT.
Key Responsibilities
Lead and motivate a team of Senior Retirement Consultants to
achieve customer deepening goals and operational excellence
Develop and implement strategies to meet business goals and drive
adoption of new products and services
Manage service level metrics, oversee retention rates, and ensure
high-quality customer experiences
Required Qualifications
3-5 years of relevant financial experience and/or leadership
2-4 years of demonstrated success in financial services
Bachelor's Degree or equivalent combination of education and
professional experience
FINRA Series 7, 24, and 63 registrations required within
corporate-established timelines
In-depth understanding of IRAs and retirement investment
products/services
Keywords: VirtualVocations, East Orange , Senior Retirement Consultation Manager, Executive , Staten Island, New Jersey
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