Intermediary Retirement Relationship Manager (Remote within Southeast Territory)
Join TruStage in making a brighter financial future accessible to everyone. As an Intermediary Retirement Relationship Manager, you'll create and enhance strategic relationships with clients to ensure customer satisfaction, retention, and revenue. This role requires proven success in sales/service roles with retirement products and services, and the ability to communicate effectively with plan sponsors and their employees.
Requirements
• Bachelor’s degree in Marketing, Business Administration, Insurance or related field
• 5 years of proven success in a sales/service role with retirement products and services
• Demonstrated technical knowledge of qualified retirement plan design options
• Proven ability to clearly and effectively communicate retirement solutions, product information and services
• Life & Health Insurance License, Variable Life and Annuity License and FINRA Securities Industry Essentials Examination, Services 6 & 63 or FINRA approved equivalent
• Ability to travel 75% of the time
Benefits
• Base pay
• Annual incentive (bonus) plan
• Medical, dental, vision
• Employee assistance program
• Life insurance
• Disability plans
• Parental leave
• Paid time off
• 401k
• Tuition reimbursement
Apply Now
Apply Now
Requirements
• Bachelor’s degree in Marketing, Business Administration, Insurance or related field
• 5 years of proven success in a sales/service role with retirement products and services
• Demonstrated technical knowledge of qualified retirement plan design options
• Proven ability to clearly and effectively communicate retirement solutions, product information and services
• Life & Health Insurance License, Variable Life and Annuity License and FINRA Securities Industry Essentials Examination, Services 6 & 63 or FINRA approved equivalent
• Ability to travel 75% of the time
Benefits
• Base pay
• Annual incentive (bonus) plan
• Medical, dental, vision
• Employee assistance program
• Life insurance
• Disability plans
• Parental leave
• Paid time off
• 401k
• Tuition reimbursement
Apply Now
Apply Now