Telecommuting Strategic Relationship Manager

Job ID: Available for Members

Location: California

Compensation: To Be Discussed

Posted: Tuesday, February 27, 2018

Job Category: Account Management, Sales

Telecommute Level: Majority

Travel Requirements: Possible Travel

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

An investment and insurance company has an open position for a Telecommuting Strategic Relationship Manager.

Individual must be able to fulfill the following responsibilities:

  • Proactively contacting clients to provide advice, planning and support outside of day-to-day and standard record keeping needs
  • Enhancing existing client relationships
  • Participating in finals presentations, client meetings, requests for proposals and where needed

Qualifications for this position include:

  • 3+ years proven client relationship management skills
  • In depth knowledge of financial products and services
  • Series 6/63 preferred, or required within 90 days of hire
  • Strong problem solving skills
  • Strong presentation skills
  • Bachelors Degree or equivalent