Building and maintaining strong relationships with key DC client decision-makers, understanding their strategic objectives.
Partnering with Senior Client Directors on strategic accounts, coordinating client meetings and ensuring high-quality reporting.
Identifying new business and cross-selling opportunities, contributing to portfolio growth and client retention.
Legal & General (L&G) is a leading UK financial services group and major global investor, safeguarding people’s financial futures since 1836. They are one of the world’s largest asset managers, operating across public and private markets, and strive to build a better society while improving customer lives.
Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
Develop and implement comprehensive account service strategies, overseeing renewals, negotiations, and claims advocacy.
Lead internal servicing teams, mentor junior staff, and stay updated on insurance trends and market conditions.
Trucordia is an insurance brokerage that delivers exceptional experiences and opportunities for employees, clients, and stakeholders. With over 5,000 team members across 200 U.S. offices, it ranks among the fastest-growing companies and celebrates both individual and collective achievements.
Build and grow relationships with independent life insurance agents and financial advisors through consultative, platform-driven sales and business development.
Identify and engage life insurance-friendly producers, partner on case design and strategy, and drive cases from concept to placement.
Operate with ownership and accountability in managing a structured pipeline, with majority of engagement conducted virtually and national coverage.
AmeriLife is a national leader in the development, marketing, and distribution of annuity, life, and health insurance solutions for retirement planning. With over 1,000 associates across the country, the company has served clients for over 50 years and partners with leading carriers to support financial-wellness goals.
Own and develop key regional and national customer accounts across your territory.
Deliver against revenue and growth targets through structured account planning.
Build strong, long-term partnerships with customers across DIY, hardware, automotive, and industrial channels.
WD-40 Company is a global brand known for its multi-purpose lubricant and maintenance products, with a strong presence in DIY, hardware, automotive, and industrial sectors. The company is a well-established organization that values innovation and customer partnerships, fostering a collaborative and commercially driven culture.
Serve as primary point of contact for clients within the assigned region, developing and maintaining long-lasting relationships.
Achieve and exceed sales and revenue targets, while identifying opportunities for upselling and cross-selling.
Conduct regular account reviews and use data-driven analysis to identify trends and growth opportunities.
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers. The company has thousands of active agents and plans to accelerate growth.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.