Senior Retirement Plan New-Business Leader

Lovascogroup; Detroit (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Life insurance

Disability insurance

Flexible spending account

Generous paid time off

Parental leave

Summer Fridays

Professional development assistance

Volunteer days

Team building

Job summary

LoVasco, located in downtown Detroit, seeks a Producing Account Manager to originate new retirement plan consulting engagements and oversee fiduciary governance for a growing client book. You will partner with senior consultants, lead RFP responses, and drive revenue through new opportunities.

You will maintain strong relationships, manage client reviews, and pursue cross-sell opportunities while contributing to a high-accountability sales culture. This role sits on site in Detroit.

Qualifications

• Bachelor's degree in business administration, accounting, finance, economics, communications, or related field.
• Three+ years of experience in retirement plan consulting, workplace retirement sales, wealth management, or related financial services role.
• Ability to develop relationships that turn into revenue; candidates should cite business they sourced.
• Licenses: Series 7 and Series 66 or Series 63/65; CPFA/AIF or ASPPA designations preferred.

Responsibilities

• Own a personal new business goal with prospecting and outreach to close retirement plan engagements.
• Collaborate with senior consultants on finalist presentations, RFPs, and fiduciary discussions; progress to lead role.
• Manage an assigned book of client relationships through fiduciary governance processes and quarterly reviews.
• Expand relationships with cross-sell opportunities and referrals.

Skills

Account management

Business development

Relationship building

Entrepreneurial spirit

Communication skills

Project management

Goal oriented

Education

Bachelor's degree in business administration or related field

Tools

Asana

EOS

Getting Things Done (GTD)

Job description

LoVasco, located in downtown Detroit, seeks a Producing Account Manager to originate new retirement plan consulting engagements and oversee fiduciary governance for a growing client book. You will partner with senior consultants, lead RFP responses, and drive revenue through new opportunities.

You will maintain strong relationships, manage client reviews, and pursue cross-sell opportunities while contributing to a high-accountability sales culture. This role sits on site in Detroit.