What are the responsibilities and job description for the Relationship Manager - Insight Planning Group position at Thrivent?
Title : Relationship Manager
If you think you are the right match for the following opportunity, apply after reading the complete description.
Reports to : Director of Dedicated Planning and Investment Operations
Location : Temecula Office
Hours : Monday-Friday flexible hours between 7 : 00am – 5 : 00pm
Comp : $60-90k plus bonus
General Description
The Relationship Manager is critical for building trust and value with clients. They are responsible for overseeing client relationships within the practice for their dedicated group of clients. The position works closely with managed account clients and helps manage the Client Service Matrix (CSM). This includes sending out customized client communications, planning workshops and events, and having meaningful touchpoints throughout the year.
Responsibilities
- Utilize Salesforce Calling tree to coordinate / schedule appointments
- Manage the CSM and effectively implement it
- Be the client point of contact for all service-related items
- Make adjustments to client records in Salesforce as needed
- Interact with clients to ensure a smooth and consistent client experience
- Properly document client interactions and meetings in Salesforce
- Finalize, submit, and track all client account and application paperwork
- Gather and maintain customer suitability information
- Complete electronic and paper service forms and new business applications
- Show clients how to access their accounts and read statements
- May fill out and sign Variable Life / Variable Annuity / Mutual Fund / Brokerage applications
- Other responsibilities as assigned by Lead Advisors or the Director of Dedicated Planning and Investment Operations
Qualifications
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
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Salary : $60,000 - $90,000
