Legacy Marketing · 1 day ago
Relationship Manager
United States
Full-time
Remote
Mid Level
$24/hr - $25/hr
3+ years exp
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Responsibilities
Ensure successful engagement with new and existing insurance agents and financial advisors by building strong relationships and rapport
Collect and update insurance agent and financial advisor profiles for development of strategic marketing campaigns and Company initiatives.
Motivate insurance agents and financial advisors through education on Legacy’s exclusive products and appropriately position them against the competition.
Assist with case design, product recommendations, and competitive analysis.
Provide superior service to the insurance agent and financial advisor by promptly responding to calls and going above and beyond to successfully meet their needs or resolve problems.
Provide “feedback from the field” to department manager that can help to determine future competitive product and program offerings as well as share constructive feedback to improve any sales/service issues.
Assist in resolving escalated debit balance issues as needed.
Ensure that information is delivered effectively for positive and strong relationships.
Strive to set and reach a higher standard in everything you do.
Flexibility to go outside of your regular job duties to support the team, department, and organization needs.
Create and meet objectives that are in sync with team, department, and organization goals and objectives.
Address problems and resolve conflict in a timely manner in an effort to find positive solutions and create action plans that support the bigger picture.
Motivate co-workers by providing positive reinforcement of good to great results.
Ensure the success of all team members and the organization.
Participate in the training of best possible talent.
Qualification
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Required
Sales or customer service experience a plus
Professional in written and verbal communication. Ability to articulate key product benefits/features
Intermediate level of skills w/Microsoft office; Outlook, Excel, Word, PowerPoint.
Strong problem solving skills and the ability to perform under pressure in a calm manner.
Ability to multi-task in a constantly changing environment. Excellent organization skills.
Ability to work collaboratively within a team environment.
Ability to work independently without immediate supervision.
Preferred
Knowledge of annuity products would be ideal, but not required
Insurance and Annuity industry: 3 years
Financial product sales: 5 years
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance
Company
Legacy Marketing
Legacy Marketing is an experiential and brand activation agency.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase
