Remote Mid Market Retirement Plans Relationship Manager

Job ID: Available for Members

Location: Pennsylvania

Compensation: To Be Discussed

Staff Reviewed: Thu, Dec 12, 2019

Job Category: Financial, Insurance, Sales

Telecommute Level: Occasionally

Travel Requirements: Field Travel Required, Some Travel

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services and life insurance company has a current position open for a Remote Mid Market Retirement Plans Relationship Manager.

Core Responsibilities of this position include:

  • Establishing trust and credibility with key influencers
  • Providing strategic direction and oversee tactical support to existing clients
  • Reviewing financial advisor's book of business

Position Requirements Include:

  • Valid Driver's license
  • Hold FINRA Series 6 or 7, 63 or 66; ability to obtain Insurance licensing within 3 months
  • Strong business acumen
  • Analytical and execution ability