The MJ Companies · 10 hours ago
Client Executive, MJ Retirement
Carmel, IN
Full-time
Onsite
Senior Level
5+ years expThe MJ Companies is seeking a Client Executive to manage client relationships in retirement plan services. The role involves overseeing client-facing responsibilities and ensuring compliance with investment platforms and reporting requirements.
ConsultingInsuranceRisk Management
Qualification
Required
Candidates without the required licenses must obtain the Series 65 within the first 120 days of employment
5–10 years of experience in retirement plan services or sales, including direct client-facing responsibilities
Experience with retirement plan recordkeeping, investment platforms, and compliance requirements is required
Strong understanding of financial analysis and reporting
Ability to manage multiple client relationships in a fast-paced environment
Proficiency with Microsoft 365, Power BI and data management tools
Strong written and verbal communication skills, including public speaking
Strong mathematical and analytical skills
Excellent organizational and time management skills, with the ability to multitask and prioritize effectively
Familiarity with CRM platforms like Microsoft Dynamics and HubSpot
Preferred
Bachelor's degree in Business, Finance, Economics, or a related field preferred; equivalent experience will also be considered
Professional designations: CPFA, QKA, CRPS, or equivalent preferred
FINRA Series 6/7/65/66 licenses are strongly preferred
Company
The MJ Companies
The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person it serves: associates and their families, business partners, clients, and the community.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Cindy H. Stellhorn
Executive Vice President/Partner
Britni Shrout
Chief Marketing Officer
Company data provided by crunchbase