Job Summary
A financial and life insurance company is in need of a Remote Relationship Manager.
Must be able to:
- Coordinate new plan openings and logistics
- Train advisors and their support staff in the use of company tools and resources
- Maintain the highest standard of excellence in advisor service by attending to inquires/requests
Skills and Requirements Include:
- Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA
- NASD Series 7 and 63; within 6 months of hire
- An excellent understanding of retirement plans, retirement plan marketplace, and key competition
- Strong understanding of investments and portfolio analysis
- Understanding of regulatory environment and its impact on business and the intermediaries’ future
- Full list of skills and requirements located on company web page
