Relationship Manager – Core Market

This is a fully remote position, open to applicants in California.

📋 Description

• Acting as a strategic ally for our retirement plan clientele

• Leading a skilled and experienced internal service team

• Leveraging your industry expertise to deliver insightful and proactive plan evaluations, educational strategies, and guidance on plan structuring

• Utilizing your organizational and leadership abilities to successfully resolve issues

• Strategically showcasing new products and services when appropriate

⛳️ Requirements

• Over 5 years of experience in the Retirement Industry in a client-facing position

• Demonstrated strong relationship management skills, with the ability to quickly establish rapport and proactively manage plan objectives

• Comprehensive understanding of ERISA and IRS regulations and their implications for retirement plans

• FINRA S6 & S63 certifications required within 90 days of hire

• Life & Health insurance license required within 120 days of hire

• Willingness to travel up to 30% of the time

🏝️ Benefits

• Clearly defined career paths and job levels

• Opportunities for leadership development and virtual training

• Paid time off/parental leave

• Competitive 401K and employee benefits package

• Complimentary financial counseling, health coaching, and employee assistance programs

• Tuition assistance program

• Flexible work arrangements that suit your needs

• Access to effective productivity tools and training