BenefitsLink logo
EmployeeBenefitsJobs logo
Search by state:
Search by zip code:
Search by job function:
Subscribe Now

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Featured Jobs
ESOP Administrator (VA, Telecommute)
Pension Administrator - Retirement Plans (NJ)
Retirement Plan Document Specialist (CO, WI)
Retirement Implementation Specialist (MN, ND)
Retirement Plan Administrator (FL, Telecommute)
IRA Expert (Telecommute)
Get the BenefitsLink appLinkedIn

Client Relationship Manager


in Plymouth Meeting PA


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

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

Renew this job Edit this job Remail this job Delete this job Feature This Job

About Us


Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Recommend a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2018, Inc.