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Remote Retirement Plans Relationship Manager

Job is Expired
Location: Ohio
Compensation: To Be Discussed
Staff Reviewed: Thu, Nov 28, 2019
Job Category: Account Management
Weekly Hours: Full Time
Employer Type: Employer
Career Level: Experienced
Education Level: Bachelors

Job Summary

An insurance company is filling a position for a Remote Retirement Plans Relationship Manager.

Core Responsibilities Include:

  • Developing strategic, mutually beneficial relationships
  • Maintaining plan retention and contributing to profitable growth
  • Onboarding new plans in a timely manner

Qualifications Include:

  • Three to five years of similar experience
  • Life insurance and variable licenses as determined for territory
  • Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA
  • NASD Series 6 and 63; within 6 months of hire
  • Passion for contributing to a sales team with a positive mindset
  • Driven by practical results

COMPLETE JOB DESCRIPTION

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