Helping advisors and plan sponsors evaluate retirement plan solutions with clarity and confidence.

Covers a multi-state territory supporting advisors, consultants, and distribution partners with retirement plan sales strategy and product positioning.

• Partners closely with financial advisors to identify retirement plan opportunities and align solutions to client objectives.
• Coordinates with internal sales, investment, and service teams to improve responsiveness and strengthen partner confidence.
• Delivers consistent territory coverage through disciplined follow-up, education, and relationship management.

Supported external distribution efforts through advisor outreach, case support, meeting preparation, and retirement plan education.

• Helped maintain a high-activity sales process across advisor relationships, pipeline support, and follow-up execution.
• Prepared illustrations, product comparisons, and meeting materials to support retirement plan conversations.
• Built a reputation for reliability, professionalism, and clear communication with partners and internal stakeholders.

Worked across retirement plan administration, advisor support, and client servicing functions while developing a strong foundation in plan design and sponsor priorities.

• Supported plan reviews, service coordination, and meeting preparation for retirement plan clients.
• Developed practical knowledge of retirement plan structures, sponsor priorities, and intermediary expectations.
• Strengthened communication skills through direct exposure to client needs and service standards.