Relationship Manager II
1 month ago
Minneapolis, MN
St Paul, MN
Time Type: Full time
Requisition ID: REQ004843
Description:
At The Standard, you'll join a team focused on putting our customers first.
Our continued success is driven by a high-performance culture. We're looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what's right - across the company and in our local communities.
We offer a caring culture where you can make a real difference, every day.
Ready to reach your highest potential? Let's work together.
You must live in the Minneapolis/St. Paul area to be considered for this position.
Job Overview:
- Independently 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.
- 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.
- Experience: 5 or more years demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience. Strong knowledge of qualified plans, ERISA, and qualified plan investments.
- Professional certification required: You will be required to transfer or obtain a Series 6 /7, with Series 63 where applicable, OR a Series 65 license within 90 days of your date of hire. These licenses are required as part of your position. If you do not already hold these licenses, it is our expectation that this process be initiated immediately after your date of hire. If you take the securities licensing examination but fail, you will be given one additional 90 day study period. Failure to pass the examination will result in termination from the position. The Standard will provide study materials and five paid study days within thirty days of your date of hire and pay fees associated with the licensing process.
- Travel required - Up to 50% (day and overnight travel)
- Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.
100000
Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.
About Us:
The Standard is a family of companies dedicated to helping its customers achieve financial well-being and peace of mind. In business since 1906, we're a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary (employee-paid) benefits, absence management services, and retirement plans and annuities for employers and individuals. For more information about The Standard, visit or follow us on Facebook, Twitter or LinkedIn.
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