Relationship Development Specialist jobs in United States
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PFP Services · 2 weeks ago

Relationship Development Specialist

positionOrange, CT
timeFull-time
remoteHybrid
seniorityEntry Level
date2+ years exp

PFP Services is seeking an Associate Relationship Development Specialist to provide administrative and reporting support to the Relationship Development team. This role involves coordinating off-site visits and partner engagement activities with Credit Union Partners and Sales Agents.

BankingFinancial ServicesHealth InsuranceInsuranceLife Insurance
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Growth Opportunities
Hiring Manager
Alyssa Schneider
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Responsibilities

Schedule off-site visits for Credit Union Partners and Sales Agents
Record and maintain data from off-site visits using the CRM system, including non-branch activity logs
Assist Support Specialists with data entry, CRM updates, projects, and daily operational tasks
Coordinate the mailing of marketing materials to business contacts prior to scheduled visits
Provide Credit Union Partners with reports on communication efforts, visit activity, and upcoming scheduled assignments
Perform additional duties as assigned

Qualification

Scheduling experienceMicrosoft Office SuiteCRM systems experienceOrganizational skillsCustomer service orientationAnalytical skillsVerbal communication skillsWritten communication skillsTeam collaborationAttention to detail

Required

Demonstrated commitment to integrity, drive, passion, resilience, and caring for others
Bachelor's degree or a minimum of two years of scheduling experience required
Strong organizational skills with exceptional attention to detail
Excellent time management and prioritization abilities
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Strong customer service orientation
Ability to work independently and collaboratively in a team environment
Excellent verbal and written communication skills
Strong listening and analytical skills
Ability to meet deadlines and manage multiple tasks simultaneously
Ability to obtain a state insurance license

Preferred

Experience working with CRM systems and data-based software

Benefits

Monthly bonus incentives based on performance

Company

PFP Services

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PFP has been providing credit union families and friends with high-quality, affordable insurance protection since 1973 and has grown to serve hundreds of credit unions throughout the country.
dateFounded in 1973
location
Orange, Connecticut, USA
people-size201-500 employees
web-link
https://familysecurityplan.com/

Funding

Current Stage
Growth Stage

Leadership Team

S
Stanley Sussman
Co-Founder
J
Joseph Herzog
Senior Vice President/Chief Financial Officer
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Company data provided by crunchbase