Financial Services

RELATIONSHIP MANAGER, RETIREMENT PLANS 

 JOB DESCRIPTION

If you’re someone who likes to stand out from the crowd and make a positive difference, you’ll fit in at The Standard (www.standard.com). We set ourselves apart in the retirement plan business by paying attention to details as we are redefining what a retirement plan should be. If that’s your kind of challenge, you could be our kind of employee. Consider joining our team.  

Provide best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts within a Retirement Plans Service region in order to achieve business growth and customer retention.

Position will be filled at a Level I, II or III depending upon the candidate qualifications.

Develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive communication, and problem resolution. Work with sponsors and channel relationships to understand their concerns and needs and, as needed, act as liaison between home office departments and the customer to initiate plan improvements and resolve issues. Inform the customer in a timely manner of industry and regulatory changes and explain the impact on the client. Provide plan design consulting services.

Drive client retention by delivering annual plan review to decision-makers and initiating proactive client contact and meetings. Provide investment advisory services, fund lineup updates and deliver Investment Due Diligence and Monitoring Reports.

Coordinate the installation of assigned new groups with the plan sponsor and channel relationships. This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan.

Deliver all aspects of the enrollment, re-enrollment, and education process. Includes pro-actively scheduling, determining content, preparing for, and delivering meetings.

Participate in sales presentations as a relationship manager when requested by sales manager. Promote new products and services to plan sponsors.

Qualifications

Bachelor’s degree required. Degree or experience in Business Administration preferred.

3+ years demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience. Good knowledge of qualified plans, ERISA, and qualified plan investments.

Bilingual fluency (English and Spanish) with language skills in a professional setting required. 

Travel is required.

SCREENING QUESTIONS

Does this candidate posses bilingual fluency (English and Spanish) with language skills in a professional setting?

IDEAL CANDIDATE

Located in New Orleans or can relocate. Posses series 6, 64 or 65 or equivalent. Has demonstrated relationship management experience.

IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): Great-West, Securian, John Hancock, Principle,

All your information will be kept confidential according to EEO guidelines.

Direct Staffing Inc