Executive Relationship Manager
Location
California + 1 moreAll locations: California, Utah
Posted
5 days ago
Salary
Not specified
Job Description
Job Requirements
- 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 preferred
- Bachelor’s degree in business, Finance or another related field.
- Must demonstrate 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
- Develop institutional client case studies and client references yearly
- Demonstrate effectiveness in dealing with client organizations, especially top management
- Excellent oral and written communications skills including the ability to build and deliver presentations on complex information.
Benefits
- Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources are available to all employees.
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
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