Executive Relationship Manager
1 week ago
**Job Description**:
- Who we are- Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client-centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.- Description:
- As an Executive Relationship Manager at Corebridge Financial, this role plays a significant role in client retention by developing and maintaining close, positive client relationships through proactive communication, situational analysis, and information sharing with our most strategically important plans.
- What You Will Be Doing:
- Develop and maintain relationships with plan sponsors, executive management, and administrative personnel.
- Play lead role during Annual Plan Review, typically presenting the following: the Plan Summary, Legislative Updates, Fund and Investment overview, Communication and Education history and business plan.
- Take a leading role at finalist presentations for assigned clients.
- Facilitate the plan setup process and ongoing administration of the plan.
- Provide advice and serve as a professional resource to internal and external clients by communicating pension related technical knowledge efficiently and effectively through correspondence, presentations, and/or consultation with clients.
- Partner with Marketing Communications to coordinate and customize participant communication to drive desired participant outcomes.- Maintains knowledge on current and emerging developments/trends in the retirement space.
- Drive client satisfaction with Corebridge Financial and provide client references to leverage for business development.
- Identify add-on products and/or services to the client.
- Anticipate external customer needs and potential problems and fulfill client needs where possible.
- Ensures that Corebridge Financial delivers on our service and performance agreements.
- Provide thought leadership to clients and the firm.
- What we are looking for:
- Minimum of 10 years of experience in areas of benefits design, compliance and Implementation with appropriate designation (i.e. CEBS, ASPA, etc.)
- FINRA Series 6 and 63 required or appropriate FINRA/state insurance licenses preferred.
- Pension experience is preferred.- Bachelor's Degree in Business, Finance or other related field.
- Must demonstrate a thorough knowledge of ERISA and succeeding legislation governing qualified pension plan types.
- Recognized ability to deliver excellent customer service and customer retention.
- Demonstrated ability to continually meet and exceed Plan Sponsor and Participant goals.
- Ability to manage multiple institutional client relationships independently.
- Develops institutional client case studies and client references each year.
- Demonstrate effectiveness in dealing with client organizations, especially top management.
- Excellent oral and written communications skills including the ability to make presentations on complex informationBenefits Overview
We are an Equal Opportunity Employer
Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
To learn more please visit:
- Reasonable accommodations will be determined on a case-by-case basis.
We consider qualified applicants with criminal histories, consistent with applicable law.
Functional Area:
SM - Sales & Marketing
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
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