Remote Strategic Relationship Manager

Job ID: Available for Members

Location: Virginia

Compensation: To Be Discussed

Posted: Friday, December 07, 2018

This job expires in 22 days

Job Category: Insurance, Management

Telecommute Level: Majority

Travel Requirements: Possible Travel

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

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