Relationship Manager

Posted 16 Days Ago
Be an Early Applicant
Scottsdale, AZ, USA
In-Office
Junior
Insurance • Professional Services • Software • Financial Services
The Role
Build and maintain advisor/agent relationships, track contacts in a database, coordinate calls, webinars, travel and onsite events, act as liaison across departments, and provide administrative support to sales executives.
Summary Generated by Built In

About the Quantum Group

The Quantum Group, an Integrity company, provides marketing, distribution, training, and support services for annuity and insurance products offered through licensed insurance carriers to financial professionals.

 

Relationship Manager

Relationship Managers are responsible for building relationships with advisors through all steps of the onboarding/client engagement process. They assist with building and growing relationships, increasing client engagement.

 

Responsibilities:

·       Cultivate new advisors/agent relationships

·       Manage and utilize database for contact tracking

·       Gain understanding of Quantum products/services and competitive landscape

·       Act as Liaison between advisor and all departments within Quantum

·       Coordinate conference calls and webinars and all advisor/team travel

·       Assist with onsite events for your teams clients

·       Act as an admin for sales executive of your team

 

Qualifications:

·       1-3 year Admin experience in a professional environment

·       Excellent communication skills, follow up and attention to details

·       Industry experience not required, but financial industry experience a plus

·       Must be available to work in the office (not remote)

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Skills Required

  • 1-3 years administrative experience in a professional environment
  • Excellent verbal and written communication skills, strong follow-up and attention to detail
  • Financial industry experience
  • Ability to work in the office (not remote)
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
29,757 Employees
Year Founded: 2006

What We Do

Integrity Marketing Group is a leading omnichannel insurtech platform and one of the nation's largest independent distributors of life and health insurance products. The company leverages data and proprietary technology to provide holistic health, life, and wealth solutions, primarily focusing on the senior market. It offers a broad platform of resources and tools to support its network of independent agents.

Similar Jobs

Citizens Logo Citizens

Business Banking Relationship Manager II

Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
In-Office or Remote
2 Locations
17000 Employees

Citizens Logo Citizens

Senior Treasury Relationship Manager – Government Banking - NJ

Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
In-Office or Remote
2 Locations
17000 Employees
179K-234K Annually

Citizens Logo Citizens

Business Banking Relationship Manager II

Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
In-Office or Remote
2 Locations
17000 Employees

Citizens Logo Citizens

Business Banking Relationship Manager II

Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
In-Office or Remote
2 Locations
17000 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account