Relationship manager

Talcott Financial Group is an international life insurance company committed to providing comprehensive risk solutions to its customers. Whether it’s providing peace of mind for policyholders approaching retirement, or helping insurers solve complex risk and capital challenges, Talcott delivers practical solutions that support long-term stability for policyholders and clients.

Talcott offers the strength of an established organization with the mindset and approach of a modern platform. The enterprise is supported by a proven track record of well-executed transactions, investment-grade financial strength ratings, and strong financial position, with over $136 billion in assets under management. Talcott also benefits from a strategic partnership with Sixth Street, a leading global investment firm managing over $135 billion in assets.

Talcott’s approach to business is disciplined, transparent, and multi-channel, spanning retail annuities, block and flow reinsurance, and legal entity acquisitions. We have offices in Bermuda, the Cayman Islands, Connecticut, New York, and North Carolina.

Overview:

This position will be a key member of the team responsible for building Talcott’s retail distribution infrastructure. The core responsibilities of the Relationship Manager will focus on developing and implementing short and long-term strategies for building client relationships, generating new business, and driving revenue growth. In collaborating cross-functionally, this role will understand how product refinements and service improvements can impact the broader company strategy and operational demands. Incumbents in this role should be able to effectively communicate and successfully collaborate with on a team of many different stakeholders. Our position reports to the Head of Retail Distribution and is central to our entrepreneurial strategy.

Responsibilities:

• Work closely with the Head of Retail Distribution to develop appropriate business plans to maximize sales and meet business growth objectives.
• Effectively engage with Independent Marketing Organization (IMO) marketers, independent agents, and independent financial advisors to promote the sales of Talcott annuities.
• Spend 70% of time meeting face to face with IMO principals, marketers, and agents and 30% of their time in their home office making outbound phone calls to marketers and producers.
• Build and maintain marketer and producer relationships to keep them informed of market and industry trends as well as product changes and enhancements.
• Identify and develop new advisors while maintaining and strengthening relationships with existing advisors.
• Drive sales through but not limited to outbound calling, webinars, field activity, and in-person meetings. This will include effectively utilizing technology to support proactive and reactive responses and facilitating meetings and presentations.
• Responsible for executing frequent touch points with assigned agents and marketers.
• Create/Execute/Follow up on email campaigns.
• Schedule/Coordinate/Run conference calls/webinars/go-to-meetings/campaigns on a national level.
• Conduct product and sales training through individual and group training sessions, seminars, workshops, and conferences. The position will deliver sales ideas and client solutions in a value and incremental approach.
• Strategically plan and deploy resources into the assigned territory through marketing and sales initiatives.
• Ownership of budget and expense account.
• Daily use of CRM to input pertinent sales data including contacts, notes, activities, and follow-up.
• Always maintain a high level of professional conduct.
• In-depth knowledge of fixed and fixed indexed annuities. The person will also demonstrate an understanding of how the products fit into a client’s overall financial plan.

Note: This position can be remote and shall require 70% travel within the United States.

Qualifications:

• Minimum of 5 years of relevant industry sales experience.
• Bachelor’s degree or equivalent work experience.
• ‘Digital’ and ‘Virtual’ skillset with ability to have input into future systems.
• Annuity sales industry experience strongly preferred.
• IMO channel experience strongly preferred.
• State insurance license strongly preferred.
• Ability to navigate computer programs such as Word, Excel, PowerPoint, etc.
• Experience with annuity illustration software preferred.
• Must be an initiative-taker and able to work independently.
• Proven sales acumen and strong presentation skills.
• Ability to cultivate and retain productive relationships.
• Ability to balance multiple priorities and meet specific sales and marketing objectives.

Compensation:

This range represents the minimum and maximum annual base salary we reasonably expect to pay for this role at the time of posting. The actual base pay could vary and may be above or below the listed range. The base pay is based on factors including but not limited to experience, competence, and demonstration of proficiencies essential for the role. The base pay is just one component of Talcott’s total annual compensation for employees. Other compensation may include annual bonuses, long-term incentives, and recognition.

This role is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full-time basis without current or future visa sponsorship.

Talcott Financial Group is an equal employment employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. Talcott Resolution maintains a drug-free workplace. For more information regarding our Privacy Policy, please go to https://talcott.com/onlineprivacypolicy/onlineprivacypolicy.html.