Key skills
CommunicationSales
About this role
Role Overview
- Plays a crucial role in delivering lifetime income to clients
- Responsible for deepening client relationships and identifying sales opportunities
- Lead integrated teams to maximize client outcomes
- Demonstrates expertise in identifying client needs and planning opportunities
- Mentors relationship management staff
Requirements
- 5 years of relationship management experience
- 7+ years of relationship management experience preferred
- 10 years of institutional retirement experience
- Proven relationship management and sales track record
- Superior communication and relationship building skills
- Able to lead teams in a matrixed organization and drive actions and results
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings