Job Overview: Join our team as an Intermediate Account Manager focusing on Retirement services. This role offers the opportunity to work with a diverse client base in Brandon, Florida, providing tailored financial solutions.

Job Details: As an Intermediate Account Manager, you will be responsible for managing and growing client relationships in the Retirement sector. You will collaborate with internal teams to deliver exceptional service and financial advice.

Responsibilities:

• Build and maintain strong relationships with Retirement clients
• Provide personalized financial solutions based on client needs
• Monitor market trends and update clients on relevant information
• Collaborate with colleagues to ensure client satisfaction
• Prepare and present financial reports to clients

Requirements:

• Bachelor's degree in Finance or related field
• Proven experience in account management
• Strong knowledge of Retirement services and products
• Excellent communication and interpersonal skills

Benefits:

• Competitive salary and benefits package
• Career development opportunities
• Work-life balance initiatives

Other Details: This role in Brandon, Florida offers a dynamic work environment with opportunities for professional growth. Join our team and make a difference in the Retirement sector.

We welcome motivated individuals to apply and be part of our mission to provide exceptional financial services to clients in Brandon, Florida.