Accountable for communicating, endorsing, and enthusiastically explaining what the company vision is, what the company stands for, what the company deems important, how it relates to individual team members, and how each team member contributes to the accomplishment of that vision.
Responsible for, within an assigned service region:
Creating and maintaining relationships with Administaff clients that use Retirement Services
Consulting with new and existing Administaff clients on the design of their retirement plan
Assisting in the transfer of clients assets into an Administaff plan
Assisting Administaff Sales Representatives in explaining Retirement Services to prospects
Creating and sending written communications to Administaff clients
Conducting 401(k) education meetings as necessary
Taking and resolving operational and inquiry calls from clients, Sales, Client Services, and other areas of the Company
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