Retirement Services Account Executive

🕒 May 14

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Newfront

501 - 1000 employees

Founded 2017

📋 Compliance

Insurance • Technology • Compliance

Newfront is a modern insurance brokerage that combines elite expertise with cutting-edge technology to transform risk management, business insurance, total rewards, and retirement services. The company supports clients with a wide variety of insurance products and services, including business insurance, employee benefits, and HR services. Newfront is known for providing critical guidance on market trends, using data-driven market intelligence and predictive analytics, and developing AI-enabled technology solutions to enhance the client experience. With hundreds of veteran brokers and service teams, Newfront operates as a client-first model, aiming to foster transparency, convenience, and optimized outcomes. The company also serves clients across a variety of industries and specializes in technology, compliance, and cybersecurity solutions.

📋 Description

• Independently manage a minimum of fifty(50) accounts. • Prepare and conduct regular plan reviews with clients. • Lead client presentations and discussions. • Collaborate cross-functionally to ensure successful execution of client deliverables. • Work with vendors to stay current regarding services and pricing.

🎯 Requirements

• Minimum of 7+ years of relevant experience is required. • High level of integrity and ethical standards. • Excellent communication skills both verbal and written. • Strong project and task management skills. • Proficient with MS Office and other productivity tools. • Adaptable and flexible, capable of pivoting in response to changing priorities.

🏖️ Benefits

• Offers Bonus • 401(k) eligibility • Various paid time off benefits, such as vacation, sick time, and parental leave

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