Relationship Manager – Retirement

This is a fully remote position, open to applicants in Florida, +10 more states.

📋 Description

• Act as a strategic partner for retirement plan clients.

• Lead a skilled and dedicated internal service team.

• Deliver proactive plan assessments, educational strategies, and design guidance.

• Successfully resolve issues by utilizing organizational and leadership capabilities.

• Present new products and services strategically, as suited.

• Establish new client relationships.

• Ensure appropriate pricing and service offerings are maintained.

• Develop strategies for plan optimization.

• Act as the primary point of accountability for designated clients.

• Prioritize client satisfaction and retention.

⛳️ Requirements

• A minimum of 5 years of experience in the Retirement Industry in a client-facing capacity.

• Demonstrated strong relationship management abilities, with a knack for quickly building rapport and proactively managing 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 license required within 120 days of hire.

• Willingness to travel to client locations approximately 30% of the time.

• Experience in retaining Retirement Plan clients in the Large market is a plus.

• Experience with governmental plans is advantageous.

🏝️ Benefits

• Clearly defined career pathways and job levels.

• Opportunities for leadership development and virtual training.

• Paid time off and parental leave.

• Competitive 401K plans and employee benefits.

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

• Tuition assistance programs available.

• Flexible work arrangements tailored to your needs.

• Effective productivity tools and training provided.

• Eligibility for the Annual Incentive Program.

• Opportunities for long-term incentives.

• Sales incentives offered.

• Comprehensive standard benefits package.