Job Summary
An life insurance company has a current position open for a Remote Strategic Relationship Manager.
Individual must be able to fulfill the following responsibilities:
- Soliciting opportunities during interactions with advisors
- Establishing self as a retirement plan leader
- Developing strategic, mutually beneficial relationships with advisors
Qualifications for this position include:
- Strong understanding of investments and portfolio analysis
- An excellent understanding of retirement plans, retirement plan marketplace, and key competition
- Driven by practical results, opportunities to offer new ideas
- Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA
- Ability to anticipate, meet and/or exceed customer needs, wants and expectations
- Ability to prioritize and complete tasks to deliver desired outcomes
