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Retirement Relationship Specialist

8/13/2025

No location specified

Job Summary

A company is looking for a Retirement Relationship Specialist (Remote).

Key Responsibilities:
  • Serve as a single point of contact for internal/external wholesalers regarding policies and procedures
  • Assist in developing new initiatives based on wholesaler feedback and communicate these to distribution
  • Coordinate complex activities such as product launches and process enhancements
Required Qualifications:
  • 5+ years of related experience in the financial services industry
  • Bachelor's degree in a business-related area or discipline is required; industry designations or licenses preferred
  • Knowledge of Annuities and processing for new business or inforce preferred
  • Strong relationship and negotiating skills among business partners
  • Ability to work effectively in a high-demand and fast-paced environment

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