Relationship Manager II-Dedicated Virtual

📋 Description

• • As a virtual Relationship Manager II at The Standard, you will be instrumental in delivering best-in-class and profitable customer service to a dedicated portfolio of channel relationships, plan decision-makers, and plan participants. Your primary objective will be to foster business growth and ensure exceptional customer retention within your assigned accounts.
• • You will cultivate and nurture strong, primary relationships with key stakeholders, predominantly advisors and channel partners, through consistent and proactive engagement. This includes regular contact, strategic touchpoints, proactive phone outreach, professional negotiation, responsive communication, and efficient problem resolution to build trust and loyalty.
• • A core responsibility involves developing and managing both standalone retirement plans and Private Label PEPs (Portable Employee Plans), ensuring they meet client needs and regulatory requirements.
• • You will act as a crucial liaison between internal home office departments and external customers (primarily advisors, but also employers). This involves understanding their concerns and needs, initiating plan improvements, resolving complex issues, and ensuring timely communication regarding industry and regulatory changes and their potential impact on client plans.
• • Provide expert plan design consulting services as needed, offering insights and recommendations to optimize retirement plan structures. Additionally, you will deliver investment advisory services, manage fund lineup updates, and present Investment Due Diligence and Monitoring Reports to clients, demonstrating a deep understanding of investment strategies and market trends.
• • Drive client retention by proactively delivering value-added information and insights to advisors. This includes conducting comprehensive plan reviews through virtual meetings, highlighting key performance indicators, and identifying opportunities for enhancement.
• • You will meticulously coordinate the installation of newly acquired groups with advisors, plan sponsors, and channel relationships. This encompasses assisting with data collection, managing the new business submission process, delivering essential documents and agreements, and maintaining clear communication throughout the onboarding journey.
• • Take ownership of delivering all facets of the enrollment, re-enrollment, and education process for plan participants. This involves strategic scheduling, determining appropriate content, preparing for, and delivering engaging virtual meetings and on-site employee sessions.
• • As required by the sales manager, you will actively participate in sales presentations, leveraging your relationship management expertise to support business development efforts.
• • Proactively promote new products and services to employers, identifying opportunities where The Standard's offerings can address their evolving needs and enhance their employee benefits programs.
• • A critical requirement for this role is the ability to work effectively within the Pacific Time Zone, ensuring seamless collaboration and support for clients and colleagues in that region.
• • This role demands a proactive, client-centric approach, with a strong emphasis on building and maintaining long-term, profitable relationships within the retirement plans sector. You will be empowered to make decisions and provide solutions that align with both client objectives and The Standard's business goals.