13 дней назад
Relationship Manager (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager (Insurance): Building and growing relationships with financial advisors throughout the onboarding and client engagement process with an accent on advisor communication, product knowledge, and cross-department coordination. Focus on cultivating advisor relationships, managing contact databases, coordinating webinars and travel, and supporting onsite client events.
Location: Scottsdale, Arizona, United States; office-based and not remote
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, supporting financial professionals and insurance agents nationwide.
What you will do
- Cultivate relationships with new advisors and agents.
- Support advisors throughout onboarding and client engagement.
- Manage the contact database and track advisor communications.
- Learn Quantum products, services, and the competitive landscape.
- Coordinate conference calls, webinars, and advisor or team travel.
- Support sales executives, internal departments, and onsite client events.
Requirements
- 1–3 years of administrative experience in a professional environment.
- Excellent communication, follow-up, and attention-to-detail skills.
- Ability to work onsite in the Scottsdale office; remote work is not available.
- Financial industry experience is beneficial but not required.
Culture & Benefits
- Opportunity to build a career in a hyper-growth insurance distribution company.
- Family-oriented environment with ongoing professional opportunities.
- Competitive compensation package and benefits for employees and their families.
- Supportive culture focused on employee development and recognition.
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