Senior Account Manager, Relationship Management
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Job Description
Sr. Account Manager leading strategic efforts for relationship management. Driving sales growth and ensuring exceptional client experience across annuity and life insurance products.
Responsibilities:
- Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms.
- Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels.
- Serve as a subject matter expert on LFG products, services, and operational processes.
- Lead complex client relationship strategies that address service needs and resolve escalated issues.
- Identify at risk clients and implement retention strategies.
- Profile assigned territories to identify opportunities and cultivate new relationships.
- Participate in industry organizations and events to enhance LFG visibility.
- Collaborate with internal teams to ensure seamless processing of sold products.
- Conduct client meetings and finalist presentations.
Requirements:
- 3-5 Years experience in relationship management
- Bachelor's degree or equivalent work experience
- FINRA Series SIE, 6, 63, L&H
- Analytical skills and close attention to detail
- Effective verbal and written communication skills
- Ability to adapt quickly in a changing work environment
Benefits:
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling
- Health coaching
- Employee assistance program
- Tuition assistance program
- Leadership development and virtual training opportunities
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