IRA Specialist develops IRA rate sheets and prepares transfers, distributions, rollovers, conversions, death claims, and closures in accordance with government regulations and bank policies. Maintains retirement records and is responsible for current and proper financial statements and reports. Being an IRA Specialist utilizes database or system to process transactions and retrieve information. May require a bachelor's degree. Additionally, IRA Specialist typically reports to a supervisor or manager. The IRA Specialist works on projects/matters of limited complexity in a support role. Work is closely managed. To be an IRA Specialist typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Business Development Specialist - Job Description
POSITION BACKGROUND
Advanta IRA’s objective is to continue to grow the business by adding new clients, new referral sources, and new business partners.
This can be achieved by delivering exceptional customer service for existing and potential prospects, developing new lead sources, and building relationships with professionals (and professional organizations) throughout the community and beyond.
The successful candidate for the Business Development Specialist position will be a self-starting, motivated individual with a background in sales.
The successful candidate is proactive, energetic, and conducts themselves professionally. The Business Development Specialist works closely with the Business Development Director and is responsible for helping to establish new leads and business opportunities.
JOB EXPECTATIONS
Some meetings are held on online platforms, such as Zoom, in markets nationwide.
Lead educational training sessions such as online webinars, in-person lunch seminars, podcasts, and continuing education (CE) classes.
This training may also include being a guest for referral partners or professional organizations and seeking out those types of opportunities.
SKILLS, BACKGROUND & TALENTS REQUIRED
LOCATION
Atlanta, GA
COMPENSATION
COMPANY BACKGROUND
Advanta IRA is a leading self-directed account administrator with $3 billion in client assets under management. We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements.
Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.
Last updated : 2024-05-17