Relationship Manager

Relationship Manager

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 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)

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.

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.