Develops and maintains a high level of knowledge of the retirement industry. Delivers exceptional service in managing his/her book of business and building client relationships. Partners with HTLF Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations. Regula

Acquires, expands, and retains customer relationships by identifying opportunities, strategizing proactive business development activities, cultivating referral networks, and focusing on viable target markets. Develops and strategically executes personal business plan to achieve defined revenue and business objectives. Regularly executes all the activities set forth in th