Remote Relationship Manager - Annuity Sales Growth

Talcott Financial Group

Coltville (CT)

Remote

USD 90,000 - 130,000

Full time

4 days ago

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Job summary

Talcott Financial Group is seeking a Relationship Manager to join our retail distribution team. The role emphasizes developing and implementing strategies to build client relationships, generate new business, and drive revenue growth.

A strong emphasis on cross-functional collaboration and effective communication with a diverse stakeholder group is required. The position offers remote work with extensive travel (70%) across the United States and opportunities to influence product refinements and

Qualifications

Minimum of 5 years of relevant industry sales experience
Bachelor’s degree or equivalent work experience
Digital and Virtual skillset with ability to have input into future systems
Annuity sales industry experience strongly preferred
IMO channel experience strongly preferred
State insurance license strongly preferred
Ability to navigate computer programs such as Word, Excel, PowerPoint, etc.
Must be an initiative-taker and able to work independently
Proven sales acumen and strong presentation skills
Ability to cultivate and retain productive relationships
Ability to balance multiple priorities and meet specific sales and marketing objectives

Responsibilities

Work closely with the Head of Retail Distribution to develop appropriate business plans to maximize sales and meet business growth objectives.
Effectively engage with Independent Marketing Organization (IMO) marketers, independent agents and independent financial advisors to promote the sales of Talcott annuities.
Spend 70% of time meeting face to face with IMO principals, marketers, and agents and 30% of their time in their home office making outbound phone calls to marketers and producers.
Build and maintain marketer and producer relationships to keep them informed of market and industry trends as well as product changes and enhancements.
Identify and develop new advisors while maintaining and strengthening relationships with existing advisors.
Drive sales through outbound calling, webinars, field activity and in-person meetings. This will include effectively utilizing technology to support proactive and reactive responses and facilitating meetings and presentations.
Responsible for executing frequent touch points with assigned agents and marketers.
Create/Execute/Follow up on email campaigns.
Schedule/Coordinate/Run conference calls/webinars/go-to-meetings/campaigns on a national level.
Conduct product and sales training through individual and group training sessions, seminars, workshops, and conferences. The position will deliver sales ideas and client solutions in a value and incremental approach.
Strategically plan and deploy resources into the assigned territory through marketing and sales initiatives.
Ownership of budget and expense account
Daily use of CRM to input pertinent sales data including contacts, notes, activities, and follow-up.
Always maintain a high level of professional conduct
In depth knowledge of fixed and fixed indexed annuities. The person will also demonstrate an understanding of how the products fit into a client’s overall financial plan.
Note* This position can be remote and shall require 70% travel within the United States