Relationship Manager

🔥 23 minutes ago

🦌 Connecticut, North Carolina – Remote

🦌 Connecticut – Remote 🌲 North Carolina – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Talcott Financial Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2018

🛡️ Insurance

💸 Finance

Insurance • Finance

Talcott Financial Group is a financial services company that offers retirement and institutional risk-transfer solutions, primarily through annuity products and structured risk transactions. The firm markets fixed and fixed-indexed annuities (e. g. , EverGuard, EverStead MYGA) for individual retirement planning and provides bespoke liability transfer and capital solutions to institutional clients, leveraging a partnership with Sixth Street for access to capital. Talcott emphasizes its insurance company issuers (Talcott Resolution Life and related entities), regulatory disclaimers for annuity guarantees, and the use of third‑party indices and licenses in some products. The company positions itself as a risk solutions provider combining industry experience, a diversified balance sheet, and tailored product design for retirement and institutional clients.

📋 Description

• Build Talcott’s retail distribution infrastructure • Develop and implement short- and long-term strategies for building client relationships, generating new business, and driving revenue growth • Collaborate cross-functionally to understand how product refinements and service improvements impact company strategy and operational demands • Work closely with the Head of Retail Distribution to develop business plans that maximize sales and meet growth objectives • Engage IMO marketers, independent agents, and independent financial advisors to promote Talcott annuity sales • Spend 70% of time meeting face to face with IMO principals, marketers, and agents, and 30% in the home office making outbound calls • Build and maintain marketer and producer relationships and communicate market, industry, and product updates • Identify and develop new advisors while strengthening existing advisor relationships • Drive sales through outbound calling, webinars, field activity, and in-person meetings • Execute frequent touchpoints with assigned agents and marketers • Create, execute, and follow up on email campaigns • Schedule, coordinate, and run national conference calls, webinars, GoToMeetings, and campaigns • Conduct product and sales training through individual and group sessions, seminars, workshops, and conferences • Plan and deploy resources into the assigned territory through marketing and sales initiatives • Own budget and expense account • Use CRM daily to record contacts, notes, activities, and follow-up • Maintain a high level of professional conduct • Apply in-depth knowledge of fixed and fixed indexed annuities and their role in clients’ overall financial plans

🎯 Requirements

• Minimum of 5 years of relevant industry sales experience • Bachelor’s degree or equivalent work experience • ‘Digital’ and ‘Virtual’ skillset with ability to have input into future systems • Annuity sales industry experience strongly preferred • IMO channel experience strongly preferred • State insurance license strongly preferred • Ability to navigate computer programs such as Word, Excel, PowerPoint, etc. • Experience with annuity illustration software preferred • Must be an initiative-taker and able to work independently • Proven sales acumen and strong presentation skills • Ability to cultivate and retain productive relationships • Ability to balance multiple priorities and meet specific sales and marketing objectives