alooola®

United States
4 Total Employees
Year Founded: 2017

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2 Days AgoSaved
In-Office
Kingston, NJ, USA
Edtech • Fintech • Professional Services • Financial Services
Serve and grow a book of corporate 401(k) clients: schedule and conduct client meetings (phone, Zoom, in-person), prospect and close new business nationwide, own the full sales cycle, maintain CRM pipeline and client notes, collaborate with advisory/plan design teams, and proactively engage plan participants to adjust allocations and retain assets.