Relationship Manager
About the role
Relationship Managers are responsible for building relationships with advisors through all steps of the onboarding and client engagement process. They assist with building and growing relationships, increasing client engagement.
Responsibilities
- Cultivate new advisors/agent relationships
- Manage and utilize database for contact tracking
- Gain understanding of Quantum products/services and competitive landscape
- Act as Liaison between advisor and all departments within Quantum
- Coordinate conference calls and webinars and all advisor/team travel
- Assist with onsite events for your team's clients
- Act as an admin for sales executive of your team
Requirements
- 1-3 years of administrative experience in a professional environment
- Excellent communication skills, follow-up, and attention to detail
- Financial industry experience a plus, but not required
- Must be available to work in the office (not remote)
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health, and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead.
We offer a family-like environment that is rewarding and cutting-edge, where we put our people first. Joining Integrity means being part of a hyper-growth company with professional opportunities to accelerate your career.
Benefits
Integrity offers a competitive compensation package, including benefits that provide work-life balance and peace of mind for you and your family.