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Internal Relationship Manager
Job Summary
A company is looking for an Internal Relationship Manager.
Key Responsibilities:
- Manage day-to-day external partner requirements including providing data, marketing materials, and establishing meetings
- Coordinate internal resources to assist in ongoing broker dealer needs
- Support all aspects of assigned distribution channel(s) and disseminate financial professional lists
Required Qualifications:
- BA in Liberal Arts, Business or Communication or equivalent experience
- 3-5 years financial services experience, with solid understanding of annuities and life insurance
- Currently holding, or willing to obtain within 6 months of start date, Series 6/63 and Life Insurance License
- Sales experience with partners is a plus
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COMPLETE JOB DESCRIPTION
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