Job Summary

A financial company is in need of a Remote Bilingual Relationship Manager.

Core Responsibilities Include:

• Developing strategic, mutually beneficial relationships with advisors
• Setting expectations for ongoing service and serve as a point of contact
• Training advisors and their support staff in the use of tools and resources

Qualifications Include:

• Three to five years of similar experience
• Life insurance and variable licenses as determined for territory
• NASD Series 7 and 63; within 6 months of hire
• Industry designations such as AIF, APA, APR, ChFC, CLU, etc
• University degree (or equivalent work experience)
• Excellent understanding of retirement plans, retirement plan marketplace, and key competition