Weaver Partners

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Participant Account Representative

at Weaver Partners

Posted: 12/20/2016
Job Status: Full Time
Job Reference #: 898467254971283
Keywords:

Job Description

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 (IRA/FPA). The Participant Financial Advisor will be responsible for following up on Direct Mail, Advertising, and website leads forwarded by the Rollover Specialists on the 800-line.