Relationship Manager II – Retirement Plans

🕒 il y a 15 jours

🏄 California, Oregon, +1 états de plus – Distant

🏄 California – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $100 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

👻 Score fantôme 0%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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The Standard

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1906

🏥 Santé

⚖️ Juridique

💼 Conseil

Healthcare • Legal • Consulting

The Standard est un fournisseur complet de produits et services d'assurance, de retraite et d'investissement, ciblant les particuliers, les familles, les entreprises et les organisations. Basée à Portland, Oregon, et faisant partie du StanCorp Financial Group, Inc. , The Standard propose des produits tels que l'assurance-vie et invalidité, les rentes, la couverture vision et dentaire, ainsi que des plans de retraite. Leurs solutions visent à faciliter le bien-être financier et permettent une administration efficace des avantages, répondant aux clients de toutes tailles. L'entreprise est réputée pour son engagement envers les personnes et ses partenariats innovants, contribuant à une expérience client sans faille.

Description

• Provide best-in-class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts • Support a dedicated book of advisors and employers virtually • Develop and manage primary relationships with advisors and channel relationships • Develop and manage standalone plans and Private Label PEPs • Understand customer concerns and needs and liaise between home office departments and customers • Initiate plan improvements and resolve issues • Inform customers about industry and regulatory changes and explain their impact • Provide plan design consulting services • Provide investment advisory services, fund lineup updates, and Investment Due Diligence and Monitoring Reports • Drive client retention through value-added information and virtual plan reviews • Coordinate installation of assigned new groups, including data collection, submissions, documents, agreements, and communications • Deliver enrollment, re-enrollment, and education processes, including on-site employee meetings and virtual meetings • Participate in sales presentations when requested • Promote new products and services to employers

🎯 Exigences

• Ability to work in the Pacific Time Zone • Bachelor's degree preferred • Degree or an equivalent combination of education and relevant professional experience required • 5+ years of demonstrated relationship management experience in the retirement plans field • Excellent working knowledge of qualified plans, ERISA, and qualified plan investments • Series 6/7, with Series 63 where applicable, or Series 65 license required within 90 days of hire • Successful completion of criminal background investigation and employment, education, and licensing verification • Must be bondable

🏖️ Avantages

• Medical, dental, and vision insurance • 401(k) plan with matching company contributions • Annual incentive bonus plan • Paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually • PTO increases with tenure • Supportive, responsive management approach • Career growth and advancement opportunities • Paid parental leave • Adoption/surrogacy assistance • Employee giving program that double matches donations to eligible nonprofits and schools • Work-life balance benefits

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