Financial Services Relationship Manager

1 week ago


Durham, North Carolina, United States Insight Global Full time
About the Role

The Annuity Specialist is a key member of our team at Insight Global, responsible for building and maintaining strong relationships with our distribution partners. This role requires a strong work ethic, excellent communication skills, and a passion for delivering exceptional customer experiences.

Key Responsibilities
  • Manage Correspondence and Requests: Respond promptly and effectively to all correspondence and requests from distribution partners, ensuring timely resolution and follow-up as needed.
  • Product and Operational Knowledge: Maintain in-depth knowledge of all products and operational procedures, including business rules and Qualified/IRA rules related to Annuities.
  • Relationship Building: Foster lasting relationships with distribution partners, providing a personalized experience to all producers and ensuring their satisfaction with our organization.
  • Technical Assistance: Provide technical support to producers and organizations with onboarding, illustration systems, and e-applications.
  • Business Analysis and Improvement: Collaborate with management to analyze products, services, and business processes, identifying opportunities for improvement and proposing solutions that benefit all parties.
  • Product Promotion: Actively promote our products and services, both internally and externally, to drive business growth and customer satisfaction.
  • Communication and Collaboration: Maintain open lines of communication with management, partners, coworkers, and customers, ensuring respectful and professional interactions at all times.
Requirements
  • Experience: Must have Annuity and Qualified Plan experience or comparable insurance sales/financial services experience.
  • Communication Skills: Clear and concise verbal and written communication skills are essential for success in this role.
  • Teamwork and Adaptability: Ability to thrive in a team environment, maintain positive energy, and adapt to changing circumstances.
  • Technical Skills: Strong PC skills, including all Microsoft Office software, and experience working on multiple projects simultaneously.
  • Attention to Detail: Exceptional attention to detail is required to ensure accuracy and quality in all aspects of the role.

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