Protective Life · 1 week ago
Sr. Relationship Manager
United States
Full-time
Remote
Senior Level
$76K/yr - $110K/yr
7+ years expProtective Life is a company that helps protect customers against life’s uncertainties, and they are seeking a Senior Relationship Manager for Alternative Distribution. This role involves ongoing relationship management, operations, and project support for various distribution partnerships, requiring expertise in Protective’s life and annuity products.
FinanceFinancial ServicesInsurance
Responsibilities
Develop a sound understanding of the American Dental Association business structure from a contractual, financial, product and operational organization standpoint, as well as understanding the structure of the Alliant relationship and how they interact with the ADA and are overseen by Protective in their Sales & Marketing role
Support the VP of ADA to develop and foster all the relationships needed internally and externally to gain this understanding of the relationship
Regular interaction with Alliant on sales & marketing plans; periodic interactions with ADA on communications required under the Administrative Services Agreement
Oversee the calendar of management routines and ad-hoc relationship-related events, deliverables, and a cadence of meetings
Facilitate meetings when needed, attend meetings and complete takeaways when assigned, and assist with gaining internal shared services support where needed
Responsible for project management duties for small internal projects that are short term in nature
Assist with coordinating with the Project Management Office on larger cross functional long-term projects
Assist VP, Channel Leaders with annual Business Strategy development and monitoring of progress towards those growth goals. Including working with functional area team leads in identifying and developing their plans to support the ADA Business Strategy
Project management oversight of implementation plans for commercial launch and market-entry into newly established Multi-Level Marketing distribution channel
Oversee the calendar of management routines including senior leadership steering committee, cross-functional project meetings, and ongoing engagements with external distribution partners
Build working relationship with select distribution partners at Independent Marketing Organizations (IMOs) in order to solicit best practices and document requirements for success in this channel
Partner with Distribution leadership to build out sales and marketing plans to ensure successful entry into marketplace
Develop strong working relationships with several cross-functional areas to ensure implementation plans are developed and executed
Influence action and decision-making among broad group of leaders in order to progress project plans quickly
Partner with VP, Channel Leader for Advisory Distribution to support various external distribution partnerships selling Protective’s Advisory VUL and VA product offerings
Oversight of new distribution onboarding activities inclusive of selling agreements, amendments and technology agreements
Assists with developing communication plans for key product and capabilities launches; partners with internal stakeholders to coordinate and execute messaging for internal and external audiences
Responsible for planning, organizing, and executing a variety of corporate events and conferences, including national sales conference planning, regional wholesaler and divisional vice president sales meetings, strategic carrier partner meetings, and regional events
Manages event budgets, coordinates logistics (venue, catering, attendee lists, hotel reservations, room blocks), and prepares supporting materials such as agendas and PowerPoint presentations
Collaborates with internal stakeholders to gather data and create comprehensive event presentations
Oversees monthly and bi-weekly team and leadership meeting routines
Prepares meeting agendas, facilitating meetings, tracking action items, and maintaining meeting notes
Responsible for handling holiday orders, invoicing for carrier payments and excess purchases, and coordinating with accounting and mailroom for payment processing
Manages annual budgeting in Anaplan and updating general ledgers
Administers annual RVP accountability signatures via Adobe Sign and compiling documents for divisional leadership
Qualification
Required
Bachelor's degree and 7+ years' experience in the financial services and/or insurance industry
Ability to collaborate with management and internal audiences to accomplish stated annual goals
Ability to build strong relationships with external partners based on strong communication, transparency and results
Can explain difficult or sensitive information, solves complex problems, works to build consensus
Strong organizational skills, attention to detail, and the ability to manage multiple projects and stakeholders simultaneously
Strong understanding of our Protective's life and annuity distribution channels, accounts, products, platforms, and sales model
The ability to leverage influence throughout the organization (without direct authority) and work successfully on multiple projects at a time in a dynamic environment
Must be self-motivated, results-oriented, and maintain a positive attitude
Excellent communications skills including both written and verbal communications
Strategic planning and execution skillset
Proficient as both a team player and individual contributor
Experience with Microsoft office including Word, Excel, and PowerPoint
Benefits
Comprehensive health, dental and vision insurance
Mental health benefits
Employee assistance program
Paid time off
Paid parental leave
Short-term disability
Cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards
Company
Protective Life
Protective is a holding company, whose subsidiaries provide financial services
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-06-04Acquired
2002-10-04IPO
Leadership Team
Richard Bielen
President and Chief Executive Officer
Paul Wells
Chief Financial Officer
Recent News
Business Wire
2026-01-05
Company data provided by crunchbase