Telecommuting Financial Services Relationship Manager

Job ID: Available for Members

Location: California, Colorado, Texas

Compensation: Send Rates or Salary

Posted: Monday, May 21, 2018

Job Category: Account Management, Sales

Telecommute Level: Occasionally

Travel Requirements: Field Travel Required, Some Travel

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Additional Information: Benefits Available

Job Summary

A financial services company has a current position open for a .

Core Responsibilities of this position include:

  • Identifying business opportunities for both organic growth and cross-sale
  • Working with clients to understand their labor and benefits strategies
  • Being responsible for pricing strategy, contract preparation and signing

Qualifications for this position include:

  • Travel - 25 - 40% of the time
  • Strong Client Management experience and skills
  • Bachelor's Degree or equivalent
  • 10 - 15 years of Retirement Industry Experience
  • Deep technical knowledge of plan design features for 401(k) and non-qualified plans, legal and regulatory framework, industry trends.
  • In-depth knowledge of financial products and services, preferably within institutional retirement services