Internal Relationship Manager

Posted 5 Days Ago
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Zionsville, IN
In-Office
Senior level
Insurance
The Role
The Internal Relationship Manager fosters relationships in the IMO channel, supports the sales of annuity products, and collaborates with internal teams to meet customer needs.
Summary Generated by Built In

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why This Role Matters:

The Internal Relationship Manager is responsible for relationship management initiatives and responsibilities in the Independent Marketing Organization (IMO) distribution channel of Delaware Life Marketing, LLC. This position will foster the promotion, sale and support of Delaware Life annuity products in the IMO Channel and will be responsible for managing, directing and monitoring the overall relationships relating to the organization. 

How You'll Contribute:

  • The Internal Relationship Manager will use their knowledge of our New Business and Service processes, the annuity marketplace, and our product features to aid and educate IMO marketers and agents to create an ease of doing business with Delaware Life Insurance Company (DLIC). 

  • This individual will work closely with Internal Sales Account Specialists, National Account Managers, Delaware Life Marketing, and Operations to ensure that our intermediary customers’ needs are met.

  • Regular, proactive sales outreach to prospective and existing relationships – expectation that outbound/outward facing client activity accounts for 50%+ of this role

  • Schedule and conduct virtual product/company presentations to prospective agents and IMO marketers

  • Ability to travel and present independently at IMO, Sub-IMO and large agency offices/conferences

  • Establish and grow relationships with IMO sales and back office / operations personnel.

What We're Looking For:

  • Bachelor’s Degree or equivalent experience required

  • Experienced presenter with strong oral and written communication skills

  • 5+ years of relevant experience in the Annuity industry (Insurance Carrier distribution/sales or IMO distribution/sales experience strongly preferred)

  • Salesforce experience preferred

  • Spreadsheet proficient (Microsoft Excel functions/formulas)

  • FINRA Series 6 & 63 preferred (must be obtained within 3 months of start date)

Benefits Highlights:  

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.  Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.  Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

 

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals.  All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

#LI-JL1

Top Skills

Excel
Salesforce
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The Company
HQ: Zionsville, IN
184 Employees
Year Founded: 2013

What We Do

Group 1001 Insurance Holdings, LLC (“Group 1001”) is an insurance holding company in the United States, with current combined assets under management of approximately $57.5 billion as of June 30, 2022, and a mission for setting a new standard in the insurance industry by making insurance more useful and intuitive for everyone.

Group 1001 is a long-standing, nimble, and tech-driven financial services enterprise established on deep industry expertise and reliable delivery of long-term value through empowering its customers, employees, and communities. Leveraging upon its record of building successful businesses and strong operating fundamentals, Group 1001 powers the next generation of insurance businesses with useful and intuitive solutions and products accessible to everyone. Group 1001 invests in strategic partnerships as part of our mission to transform communities through sports and education.

Group 1001 and our subsidiaries have a strong commitment to service and community transformation. Education and sports initiatives, coupled with impactful partnerships, allow Group 1001 to improve lives through positive change in our communities.

Learn more at Group1001.com.

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