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State Licensed Relationship Manager
A company is looking for a Relationship Manager. Key Responsibilities: Achieve annual metrics related to retention, revenue, and customer engagement Manage internal and external customer relationships while supporting new sales initiatives Exhibit consultative selling and negotiation skills to optimize product features and plan design Required Qualifications: Bachelor's Degree in a related field preferred 7-10 years of experience in the Financial Services industry Successful completion of SIE and hold FINRA Series 6 or 7, 63 or 66, and State Insurance license Expertise in consultative selling and negotiation skills Ability to analyze complex relationships and develop strategies to achieve goals
A company is looking for a Relationship Manager.
Key Responsibilities:
Achieve annual metrics related to retention, revenue, and customer engagement
Manage internal and external customer relationships while supporting new sales initiatives
Exhibit consultative selling and negotiation skills to optimize product features and plan design
Required Qualifications:
Bachelor's Degree in a related field preferred
7-10 years of experience in the Financial Services industry
Successful completion of SIE and hold FINRA Series 6 or 7, 63 or 66, and State Insurance license
Expertise in consultative selling and negotiation skills
Ability to analyze complex relationships and develop strategies to achieve goals
