Senior Relationship Manager

Houston TX
May 21 2018
Insurance, Securities
Functional Area:

SM - Sales & Marketing

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company

VALIC's Senior Relationship Managers play 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 relationship 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 opportunity. Take a leading role at finalist presentations for assigned group 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. Apply modeling and statistics to identify unique solutions to drive positive client outcomes . Maintains knowledge on current and emerging developments/trends in the retirement space . Drive client satisfaction with VALIC 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 VALIC delivers on our service and performance agreements. Provide thought leadership to clients and the firm.

Job Requirements:
Qualifications Summary Minimum 10 years' experience in areas of benefits design, compliance and Implementation with appropriate designation (i.e. CEBS, ASPA, etc.) Pension experience 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 . Must have excellent oral and written communications skills including the ability to make presentations on complex information. FINRA Series 6 and 63.

It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. 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.

At AIG, 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.

We consider qualified applicants with criminal histories, consistent with applicable law.

More searches like this