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
