Relationship Manager

This is a fully remote position, open to applicants in Connecticut, +1 more state.

📋 Description

• Establish Talcott’s retail distribution framework.

• Formulate and execute both short-term and long-term strategies aimed at enhancing client relationships, generating new business opportunities, and driving revenue growth.

• Collaborate across various functions to comprehend how product enhancements and service improvements influence company strategy and operational requirements.

• Partner closely with the Head of Retail Distribution to create business plans that optimize sales and fulfill growth targets.

• Connect with IMO marketers, independent agents, and financial advisors to advocate for Talcott annuity sales.

• Allocate 70% of time to face-to-face meetings with IMO principals, marketers, and agents, and 30% in the home office making outbound calls.

• Establish and sustain relationships with marketers and producers while communicating updates regarding market trends, industry developments, and product information.

• Identify and cultivate new advisors while reinforcing relationships with existing advisors.

• Propel sales through outbound calls, webinars, field activities, and in-person engagements.

• Implement regular contact with assigned agents and marketers.

• Design, implement, and follow up on email marketing campaigns.

• Organize, coordinate, and lead national conference calls, webinars, GoToMeetings, and marketing campaigns.

• Provide product and sales training through individual and group sessions, seminars, workshops, and conferences.

• Strategically allocate resources within the assigned territory through marketing and sales initiatives.

• Manage budget and expense accounts.

• Utilize CRM software daily to document contacts, notes, activities, and follow-ups.

• Uphold a high standard of professional conduct.

• Leverage extensive knowledge of fixed and fixed indexed annuities and their significance in clients’ overall financial strategies.

⛳️ Requirements

• At least 5 years of pertinent industry sales experience.

• Bachelor’s degree or equivalent professional experience.

• Proficiency in 'Digital' and 'Virtual' skills with the capability to contribute to future system developments.

• Experience in the annuity sales industry is highly desirable.

• Strong preference for candidates with IMO channel experience.

• State insurance license is highly preferred.

• Competence in navigating computer programs such as Word, Excel, PowerPoint, etc.

• Familiarity with annuity illustration software is preferred.

• Must demonstrate initiative and the ability to work independently.

• Proven sales capabilities and strong presentation skills.

• Ability to build and maintain productive relationships.

• Capability to manage multiple priorities while achieving specific sales and marketing goals.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and growth.

• Flexible work environment.

• Supportive team culture.