Church Pension Group · 16 hours ago
Relationship Manager (West)
United States
Full-time
Remote
Mid, Senior Level
$76K/yr - $91K/yr
5+ years exp
Maximize your interview chancesFinancial Services
No H1B
Hiring Manager
Brian Cosgrove, Jr., SHRM-CP
Insider Connection @Church Pension Group
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Responsibilities
Develop and maintain strong, trusting, and professional relationships with assigned clients for all benefit related products, so they come to experience and understand us as a consultative benefits partner
Provide consultative analysis and support to clients on benefits as well as CPG programs and services
Serve as faculty for business to business, and business to client events
Deliver administrator onboarding and education training
Provide knowledge, service, and intervention to report, track, and resolve client issues and complex cases, escalating where appropriate
Prepare for and provide pension overview and retirement preparedness conversations
Identify, plan and design sales proposals and financial analyses
Act as a conduit for insights (two-way from CPG out to clients/church and from clients/church to CPG)
Qualification
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Required
BA/BS or combination of education and experience
5+ yrs of experience in Account Management
Ability to build strong, trusting, and consultative relationships with all levels of Church leadership
Strategic thinking and consultative skills
Professional demeanor to serve as a 'face of CPG'
Ability to understand and resolve complex issues and problems
Ability to communicate complex information in an understandable fashion
Ability to learn and become fluent in CPG benefits products and services and Episcopal Church polity
Highly effective verbal and written communication skills
Advanced presentation and public speaking skills
Preferred
Experience with benefit related products preferred (Pension, Health and Welfare)
Benefits
Medical (including Vision)
Dental
Supplemental Dental
Employer funded defined benefit pension plan (five year vesting)
Employee Life Insurance
Spouse and Dependent Life Insurance
Accidental Death and Dismemberment (AD&D) Insurance
Short-Term Disability (STD) coverage
Long-Term Disability (LTD) coverage (elected as either pre-tax or after-tax)
Business Travel Accident Insurance
Worker’s Compensation
Employee Assistance Program
Retiree health insurance (eligible after 10 years)
Retiree life insurance
401(k) with matching contributions (immediate vesting)
Flexible Spending Accounts (FSAs)
Commuter Benefits
New York’s 529 College Savings Program (NY State residents)
Educational Assistance Program available to eligible employees
Maternity/Paternity Leave available to eligible employees
Time Off available to eligible employees: Vacation, Sick, Personal and Holidays
Company
Church Pension Group
At the Church Pension Group (CPG), we believe our people are among our greatest assets.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mary Kate Wold
CEO & President
Recent News
2024-10-28
Institutional Investor
2023-07-19
2023-07-18
Company data provided by crunchbase
