Retirement Relationship Specialist

Summary

Join Protective as a Retirement Relationship Specialist and become a dedicated liaison for internal and external wholesalers. You will efficiently resolve complex new business and inforce issues, guide best practices, and serve as a central point of contact. This role involves collaborating with various teams, developing new initiatives, and ensuring exceptional customer service. The position requires 5+ years of experience in financial services and a bachelor's degree in a business-related field. Strong relationship-building, communication, and organizational skills are essential. Protective offers a competitive salary and comprehensive benefits package.

Requirements

• 5+ years’ related experience in the financial services industry
• Bachelor’s degree in a business-related area or discipline is required; industry designations or licenses preferred
• Strong relationship and negotiating skills among internal and external business partners and team members
• Excellent oral and written communication skills must be able to communicate across all levels of the organization
• Excellent organizational skills and high attention to detail
• Proven ability in change management initiatives and advocacy in changing business conditions
• Ability to work effectively in a high demand and fast-paced environment

Responsibilities

• Serve as an effective single point of contact for internal/external wholesalers to inquire about policies and procedures for key functional areas of the company, including but not limited to: Underwriting, Annuity New Business, Annuity Inforce, Commissions, Licensing, Websites, Corporate Mail, and Imaging
• Using wholesaler feedback, assist in developing new initiatives, communicate these initiatives to distribution, and obtain distribution feedback on new and existing business practices
• Assists operations with coordinating complex activities including product launches, process enhancements, and year-end processing
• Cultivate and maintain relationships with key Operations staff in Licensing/Contracting, New Business, Inforce, Underwriting, and Customer Service to help provide and gather feedback regarding the business of our distribution partners
• Work closely with key Operations staff in Licensing/Contracting, Annuity New Business, Annuity Inforce, Underwriting, and Customer Service contacts to expedite problem resolution to provide exceptional customer service to distribution
• Educate wholesalers to manage their perceptions and expectations for home office processing in a positive and effective manner
• Provide back-up support for other team members so that the team maintains an “always a live voice” availability for distribution
• Performs other duties as assigned

Preferred Qualifications

Must possess knowledge of Annuities, bank wealth transfer products, new business or inforce processing preferred

Benefits

• Comprehensive health, dental and vision insurance
• Mental health benefits and an employee assistance program
• A variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day)
• Contributions to healthcare accounts
• A pension plan
• A 401(k) plan with Company matching
• ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards