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The Regional Sales Consultant develops new business and strengthens distribution relationships in retirement plan services, focusing on advisors and key industry partners.

The Enrolled Actuary will provide actuarial and consulting services for Defined Benefit and Defined Contribution plans, ensuring compliance and optimizing plan design while collaborating with clients and internal teams.

The Internal Business Development Consultant drives growth by managing inbound leads, engaging financial advisors, and collaborating with the sales team to transition opportunities.

Manage and administer a portfolio of 50-75 retirement plans, perform compliance testing, prepare annual valuations, and communicate with clients.