Relationship Manager II - Retirement Plans

The next part of your journey is right around the corner — with The Standard . A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? As a virtual Relationship Manager II at The Standard, you will be providing best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts to achieve business growth and customer retention. This role supports a dedicated book of advisors and employers virtually. Develop and manage effective primary relationships with primarily advisors, and channel relationships through frequent contact, proactive touchpoints, proactive phone calls, professional negotiation, responsive communication, and problem resolution. Develop and manage both standalone plans and Private Label PEPs. Work with customers (primarily advisors, but also employers), and channel relationships to understand their concerns/needs and, as needed, act as liaison between home office departments and the customer to initiate plan improvements and resolve iss