Retirement Plan Relationship Manager
Robertson Ryan Insurance
- Experience
- 3+ yrs
- Location
- Waukesha or Neenah or West Bend
- Job type
- Full-time
About the role
3+ years financial services, securities, or mutual fund industry experience focused on qualified retirement plans; current FINRA Series 7 and Series 66 registrations; strong presentation, sales, and client service skills.
About Robertson Ryan Insurance
Private independent insurance agency serving businesses, individuals, and employee-benefits clients nationwide.
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