Telecommute Retirement Plans Relationship Manager

Job ID: Available for Members

Location: Florida

Compensation: To Be Discussed

Staff Reviewed: Tue, Nov 12, 2019

This job expires in 5 days

Job Category: Account Management

Telecommute Level: 100% Telecommute

Travel Requirements: No Travel

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

An insurance company is filling a position for a Telecommute 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:

  • 3-5 years of similar experience
  • Life insurance and variable licenses as determined for territory
  • Industry designations (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