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Retirement Planning Specialist
2 months ago
About the Role
As a Retirement Planning Specialist, you will leverage your expertise in the pensions industry to guide clients towards secure financial futures. You'll be responsible for developing and nurturing client relationships, ensuring their needs are met through tailored solutions.
Key Responsibilities
- Cultivate and manage a portfolio of existing clients, driving revenue growth and exceeding sales targets.
- Provide exceptional customer service, building strong relationships and acting as a trusted advisor.
- Collaborate with internal teams to ensure seamless client experiences and efficient financial management.
- Proactively identify opportunities to expand services and introduce additional benefits solutions to clients.
What We Look For
- Proven track record of success in client interaction and relationship management within the financial services sector.
- In-depth knowledge of pension schemes, provider recommendations, and new scheme implementation processes.
- Strong understanding of risk mitigation strategies and their application in client engagements.
- Excellent communication, presentation, and interpersonal skills.