Relationship Manager- Life Insurance

In this role, you will be responsible cultivating relationships with existing clients and identifying new opportunities or referrals. The technology solutions and enhancement opportunities provided by Andesa are not an off-the-shelf product, which means you will have the opportunity to conceptualize and facilitate creative solutions that meet individual client needs, while also ensuring it is within the scope of budget. You will work with the RM team to gain a deep understanding of our clients as well as across departments to understand our technology and services.

 

Key Skills: 

  • Life Insurance
  • Annuity
  • Retirement Planning
  • Account Management
  • Client Retention
  • Client Acquisition

 

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