Relationship Manager
Insurance Administrative Solutions, LLC
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. Please note that all official communications from Integrity will come from @integrity.com or Workday domains. Founded in 2006, Integrity develops and distributes life and health insurance products and wealth products with carrier partners and markets these products through our vast distribution network. Our omnichannel platform helps provide life and health insurance and wealth management services to Americans to fit their unique needs. Wherever you are in life, the future can be a leap of faith. #J-18808-Ljbffr
$130k - $200k
MinUSD $130,000.00/Yr.MaxUSD $200,000.00/Yr.Job SummaryCome join a winning team at WaFd Bank as a Senior Relationship Manager! The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for...Suggested- Vanguard Wealth Management aims to help ultra-high net worth clients and their families preserve and grow wealth through a partnership... ...role in fulfilling this objective by leading a team of Relationship Managers (RMs) who serve some of Vanguard’s largest, most complex...SuggestedFull timeWork experience placementLive inRelocation package
- ...Relationship ManagerRelationship 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...SuggestedWork at office
$85k - $100k
...saved across all 50 United States. Who Are We Looking For? Vestwell is expanding and we’re excited to onboard an Enterprise Relationship Manager to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-...SuggestedContract workWork at office$150k - $190k
...supervision from the department head, may be assigned a loan and deposit portfolio to manage at the discretion of their supervisor, and will be responsible to open and maintain a variety of relationships by selling other products/services to customers through development of...SuggestedBank staffWork at officeLocal areaShift work- Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers!In this role, you’ll manage a book of business...Full timeWork at officeRemote workRelocation packageMonday to Friday
- Job Description: Vanguard, Wealth Management, Family Legacy SpecialistThe Family Legacy team at Vanguard collaborates with various business... ...Certification are preferred.Facilitation and client relationship experienceSkilled in consulting, coaching, and/or advising families...Full timeWork at officeRemote workMonday to Friday
$10 per hour
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing...Work at office$100k - $130k
...with customer business objectives and strategiesResponsible for managing RFP and RFQ process Expertise in the selling and value... ...negotiation, project management. customer focus, results, and relationship building skills. Ability to work well in a team environment and...Minimum wageLocal areaFlexible hours$170k - $200k
...DescriptionSectigo is the most innovative provider of certificate lifecycle management (CLM), delivering solutions that help the world’s largest... ...of Channel Partners sales resources. Establish strong relationships both individual and organizational with channel partners....Full timeLive outRemote work$110k - $160k
...skills, advance in your career and make an impact at Henkel. What youll doThe Key Account Manager, a remote position, is responsible for building and growing business relationships with high opportunity emerging defense and aerospace accounts.Implement new customer...Minimum wageLong term contractLocal areaRemote workFlexible hours$70k - $77k
...Onsite POSITION SUMMARY The Customer Experience (CX) Support Manager is a member of the CX leadership team and the connective... ...owns the processes, metrics, content and day-to-day operating relationship that keep both teams performing at a 10X standard. You are the...Full timeLocal areaShift work- ...Commercial Relationship Manager At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer...Work at officeFlexible hours
- ...Scottsdale, AZ (In-Person, Full-Time Role) Role Description RMR Wealth is seeking a highly motivated, client-focused Client Relationship Manager to join our growing Retirement Plan Team in Montclair, NJ or Scottsdale, AZ. This role is ideal for an experienced retirement...Full timeWork at office
- ...transaction. Key Responsibilities Engage directly with Mid-Market Direct Customers from the C-Suite to other Leaders Managed and nurture relationships with Clients and Technology Partners (Kinaxis, o9, BlueYonder) Drive net new customer acquisition and scale existing client...Full timeContract workWork experience placementLive inWork at officeLocal area
$8k
...be doing...With your sales experience, ability to efficiently manage your time, excellent customer relations skills, and excitement... ...solutions. Proactively establishing, building and maintaining relationships with key decision makers.Effectively presenting and creating multi...Full timeTemporary workPart timeWork experience placementShift work- ...A full-service financial institution is seeking a self-motivated Commercial Relationship Manager to create possibilities for customers in Scottsdale, AZ. You will expand and manage a portfolio of commercial clients while collaborating with a lending team. The ideal candidate...
$55k - $65k
...restaurants? Do you thrive in a fast-paced, sales-driven environment and love building meaningful relationships with clients? If so, we'd love to meet you. Yelp's Guest Manager is a powerful front-of-house solution that helps restaurants create exceptional guest...Full timeLocal areaRemote workWork from homeFlexible hours- ...ios.markate.com / android.markate.com Markate.com is a cloud based CRM business owners app which also includes Field Service Management, Sales & Marketing Automation We are located in Scottsdale Kierland area and rated us one of fast-growing companies in the Phoenix...Local area
$103.2k - $174.6k
...GitLab. An overview of this role As a Senior Customer Success Manager on our Public Sector team, you’ll help U.S. government and public... ...ongoing value from the GitLab platform. We own the post-sales relationship, driving adoption, retention, and growth by aligning GitLab...Permanent employmentFull timeRemote workHome officeFlexible hours- ...Job Description Job Description Description: Your Role The Client Success Manager is the lead relationship manager for Company Nurse, responsible for ensuring that strategic Client needs are identified and addressed, ensuring a high level of client satisfaction...Local areaFlexible hoursShift work
$103.2k - $174.6k
...GitLab. An overview of this role As a Senior Customer Success Manager on our Public Sector team, you’ll help U.S. government and public... ...ongoing value from the GitLab platform. We own the post-sales relationship, driving adoption, retention, and growth by aligning GitLab...Permanent employmentFull timeRemote workHome officeFlexible hours$102k - $125k
...Flight Deck Solutions portfolio. Customer Success Experts are assigned to specific customers through the relevant Customer Success Manager's (CSM's) book of business and partner closely with the CSM to align technical delivery with the broader account strategy and customer...Immediate startRemote work- ...The Role Presidio is seeking an experienced Customer Success Manager (CSM) to join our Lifecycle Services organization. In this individual... ...strategies for assigned accounts. Build and maintain trusted relationships with customer stakeholders, from technical champions to...For contractorsWork at officeRemote workShift work
- ...exciting opportunity has arisen for a dedicated Customer Success Manager to join our Risk Solutions team. This pivotal role is all... ...ensuring continuous relevance and driving adoption and retention. Relationship Building: Cultivate strong, lasting relationships with key...Work at officeLocal areaWork from homeWorldwideFlexible hours
- ...and grow their business. We're looking for a Client Success Manager I to join our growing Client Success team. Are you passionate... ...platform outcomes. Your Second Mission : To build trusted relationships through proactive communication, consistent follow-through,...Work at officeFlexible hoursShift work3 days per week
$120k
...rated job search app on iOS & Android. Summary : As the Manager, Enterprise Customer Success you will lead and develop a team... ...and grow. You will also leverage your interpersonal and relationship skills to work cross functionally with other departments to build...Full timeWork at officeRemote workFlexible hours$65k - $80k
...65,000.00/yr - $80,000.00/yr Direct message the job poster from Wealth Society We’re hiring a full-time, in-house Customer Success Manager to support and engage the high-level members of The Wealth Society — a top-ranked, invite-only wealth-building community hosted on...Full timeRelocation$65k
...Job Description Job Description Customer Success Manager Base salary up to $65,000, plus commission Location: Scottsdale,... ...about the role, you will be; Building and maintaining client relationships Providing support and assistance throughout the contract...Contract workWork at officeRemote workNight shift3 days per week- Guest Relations Specialist Guest Relations Team serve as ambassadors to all Aquarium visitors. Guest Relations Specialists are responsible for implementing daily requirements relating to guest entrance and exit of the Aquarium, including ticket sales, scanning, general...Shift workAfternoon shift
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