Strategic Retirement Plan Relationship Manager
alooolaKingston (NJ)
Strategic Retirement Plan Relationship Manager
Posted 10 days ago
alooolaKingston (NJ)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
alooola is seeking a Client Relationship Manager to service an existing client base and develop new business nationwide, primarily for corporate retirement plans (401(k)). In the first 90 days you will inherit 150–200 clients for outreach, schedule 5–8 in-person meetings, and identify opportunities to optimize plan allocations.
You will own the full sales cycle—from prospecting to close—and travel to client offices as needed.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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