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Retirement Plan Relationship Manager / Enrollment Specialist

Company: CPS, Inc.
Location: Anaheim
Posted on: February 20, 2021

Job Description:

Retirement Plan Relationship Manager / Enrollment SpecialistDescription* Conduct education and enrollment meetings throughout Southern CA* Assist participants of their retirement plan with questions on their investments* Increase assets through new enrollments, increasing contributions and identifying rollover assetsRetirement Plan Relationship Manager / Enrollment SpecialistRequirements2 plus years of retirement plan experienceFINRA licenses

Keywords: CPS, Inc., Anaheim , Retirement Plan Relationship Manager / Enrollment Specialist, Executive , Anaheim, California

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