Retirement Relationship Specialist (Remote)

Protective; United States; Remote; USD 62,000 - 75,000; Full time

Job summary

A leading insurance company in the United States is seeking a Retirement Relationship Specialist to support wholesalers and resolve complex issues. The role requires over 5 years of experience in the financial services industry and a Bachelor's degree. The ideal candidate will excel in relationship-building and possess strong communication skills. Comprehensive benefits package included, with a salary range of $62,000 to $75,000 annually.

Benefits

Comprehensive health, dental, and vision insurance

Mental health support

401(k) with company match

Paid time off

Parental leave

Disability benefits

Qualifications

• 5+ years’ experience in the financial services industry.
• Knowledge of Annuities and bank wealth transfer products preferred.
• Experience with change management and advocacy.

Responsibilities

• Serve as a single point of contact for wholesalers regarding policies.
• Assist in developing and communicating new initiatives.
• Coordinate complex activities like product launches and process improvements.
• Maintain relationships with key Operations staff.
• Work with Operations to resolve issues promptly.
• Educate wholesalers on processing times.
• Provide backup support to team members.
• Perform other duties as assigned.

Skills

Strong relationship-building skills

Excellent communication skills

Highly organized with attention to detail

Negotiation skills

Ability to thrive in a fast-paced environment

Education

Bachelor's degree in a related field

Job description

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Whether it’s in accounting, claims, IT, investments, legal, marketing, sales, or another department, come be part of a company where you can accomplish your goals while contributing to our social mission of becoming America’s most protective insurance company.

The Retirement Relationship Specialist position supports internal and external wholesalers as a dedicated liaison and advocate, driving efficient resolution of complex issues, providing guidance on best practices, and serving as a communication point for all Retirement division distribution teams.

Internal title: Associate II Sales Support

Primary Responsibilities:

1. Serve as a single point of contact for wholesalers regarding policies and procedures across key functional areas such as Underwriting, Annuity New Business, Inforce, Commissions, Licensing, and others.
2. Assist in developing and communicating new initiatives based on wholesaler feedback, and gather feedback on business practices.
3. Coordinate complex activities like product launches, process improvements, and year-end processing with operations.
4. Maintain relationships with key Operations staff to gather and provide feedback on distribution business.
5. Work with Operations to resolve issues promptly, ensuring excellent customer service.
6. Educate wholesalers to manage expectations regarding processing times.
7. Provide backup support to team members to ensure continuous availability for distribution.
8. Perform other duties as assigned.

Qualifications:

• 5+ years’ experience in the financial services industry.
• Bachelor’s degree in a related field; industry designations preferred.
• Knowledge of Annuities, bank wealth transfer products, and processing preferred.
• Strong relationship-building and negotiation skills.
• Excellent communication skills, both oral and written.
• Highly organized with attention to detail.
• Experience with change management and advocacy.
• Ability to thrive in a fast-paced, high-demand environment.

Salary Range: $62,000 - $75,000 annually

Protective’s targeted salary range for this position is $62,000 to $75,000. Actual salaries may vary based on location, skills, and experience. This range is part of the total compensation package.

Employee Benefits:

We offer comprehensive health, dental, and vision insurance, mental health support, paid time off, parental leave, disability benefits, pension, 401(k) with company match, and wellbeing programs like ProHealth Rewards. Benefits may vary by position.

Accommodations:

If you require an accommodation due to a disability, please email [e-mail]. This information is confidential and used solely to provide necessary accommodations.

We are an equal opportunity employer committed to diversity and inclusion.