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Client Relationship Manager

Dietrich

in Plymouth Meeting PA

Dietrich

Employee benefits brokerage firm seeking candidate to identify, develop and manage client opportunities in the retirement plan industry.

Responsibility and Duties

  • Maintain/Prospect/Grow client base
  • Utilize CRM to manage clients
  • Implement marketing strategies
  • Collaborate with Senior Relationship Managers to carry out corporate initiatives
  • National travel for in person meetings with clients and industry events
  • Industry networking
  • Interpretation of client objectives/developing needs based solutions
  • Evolve and establish strong client and carrier relationships
  • Identify and execute cross-selling opportunities
  • Organize and prioritize workflow

Qualifications and Skills

  • BA/BS required- business/finance/communications focus
  • Minimum of 3 years’ experience in sales or customer service within retirement industry
  • Other insurance/retirement industry experience a plus
  • Insurance life and health license required, can be acquired post-employment
  • Strong communication and presentation skills
  • Self-motivated
  • Highly organized
  • Solutions based, goal driven
  • Detail oriented with the ability to prioritize, plan, and organize account activity
  • Ability to work well both independently and in a group setting
  • Proficiency in Microsoft Office Suite

Job Type: Full-time

How to Apply

Send resume and cover letter to marketing@dietrichannuity.com


This ad has been viewed 674 times. It expires on 11/3/2018.

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