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Participant Account Representative
at Weaver Partners
Purpose of Position:
To represent company in a sales and consultative capacity conducting group and individual meetings on-site at a Regional Office’s top 30 group clients, ranked by assets. Primary responsibility will be to enhance the Company’s relationship with the participants at our largest clients, while cross-selling individual products during on-site group and individual employee meetings. Additional responsibilities include increasing enrollment in group plans, increasing the contributions and obtaining transfers from current group plan participants, and obtaining new enrollments for the Company’s Individual Products