Senior Field Territory Manager
Farmers Insurance
VP, Managing Director – 401K Relationship Manager
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Covington • Kentucky • 🇺🇸 United States
Visit company websiteJob Level
Lead
About the role
- Responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers
- Leads and collaborates with an internal team of service-based associates and business partners
- Help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.
- Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.
- Design and conduct strategic planning and service review meetings to better understand client's goals and objectives.
- Facilitate discussions with clients regarding legal, regulatory and design issues across the plan.
Requirements
- Require associate in this role to hold Series 7 & 63 licenses
- Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
- Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required.
Benefits
- Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.
- Reasonable accommodation for applicants with disabilities.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Relationship ManagementClient ServiceBenefits AdministrationTotal Wellness ProgramsHealth and Welfare AdministrationDefined Benefits AdministrationStock Plan Services Administration
Soft skills
CommunicationCollaborationProblem SolvingClient SatisfactionStrategic Planning
Certifications
Series 7 LicenseSeries 63 License
