Producing Account Manager

LoVasco Consulting Group•Detroit, MI

30d•Onsite

About The Position

Producing Account Manager | Retirement Plan Consulting / 401(k) Consulting & Investment Advisory. LoVasco's Retirement Plan Consulting Group serves as the outsourced Chief Retirement Officer (CRO) to mid-sized employers. We help 401(k) and 403(b) plan sponsors manage their fiduciary duties and provide their employees access to quality, unbiased financial guidance. We are an energetic, growing firm that values our commitment to taking care of the people you care about. Located in downtown Detroit, LoVasco hires team members with a shared passion for accountability, extreme ownership, and an overall getting-things-done attitude. We've found this translates into a level of client service and work environment unmatched by our competitors.

Requirements

Bachelor's degree in business administration, accounting, finance, economics, communications, or a related field, or commensurate work experience
Three or more years of experience in retirement plan consulting, workplace retirement sales, wealth management, or a closely related financial services role
Demonstrated ability to develop relationships that turn into revenue — candidates should be prepared to speak specifically to business they personally sourced
Required licenses include the Series 7 and either a Series 66 or the combination of a Series 63 and Series 65
Current holder of, or willingness to pursue, industry designations such as CPFA, AIF, or other ASPPA designations

Nice To Haves

People who thrive in this position: Are comfortable owning a number and being measured against it
Possess an entrepreneurial spirit and are driven to grow professionally and personally
Are a connector of people. You enjoy engaging with people, cultivate positive relationships, and bring a robust existing network
Are naturally curious, interested in new ideas, absorbing information, curious about many topics
Love organization and project management; find satisfaction in creating structure out of ambiguity
Have a heart of a servant and are always looking for opportunities to help
Value effective communication and believe that words matter and take pride in written and verbal communication skills
Are process-oriented, with knowledge of or willingness to learn the Entrepreneurial Operating System (EOS) and David Allen’s Getting Things Done (GTD) principles to manage long-term goals and daily projects and tasks in Asana, our project management system

Responsibilities

Originate New Business: Own a personal new business goal. Build and work a prospect list, run your own outreach, cultivate centers of influence, and convert relationships into retirement plan consulting engagements. Expect this to occupy the majority of your time in years one and two.
Participate in the Sales Process: Partner with our senior consultants and firm leadership on finalist presentations, RFP responses, fee and fiduciary discussions, and the full new business cycle — first as a wingman, then as the lead.
Lead Client Accounts: Take responsibility for an assigned book of clients and lead them through LoVasco’s ongoing fiduciary governance process, including quarterly investment reviews, plan design optimization, operational audits, ERISA compliance resolution, and quarterbacking day-to-day projects on behalf of our clients.
Grow the Book: Expand each relationship you own — additional services, cross sell employee benefits, and master the referral ask process.