What are the responsibilities and job description for the Sr. Relationship Manager position at American General Life Insurance Company?
Corebridge Financial Senior Relationship Managers (SRM) play a significant role in client retention by developing and maintaining close, positive client relationships through proactive communication, situational analysis, alternative generation, and information sharing with our most strategically important plans. This position will also work closely with their respective regional leadership team to maximize client satisfaction and net flow results in the region. What You Will Be Doing: Develop and maintain relationship with plan sponsors' executive management and administrative personnel Play lead role during Annual Plan Review, typically presenting the following the Plan Summary, Legislative Updates, Fund and Investment overview, Communication and Education history and opportunity Take a leading role at finalist presentations for clients in your region Facilitate the plan setup process and ongoing administration of the plan Provide advice and serve as a professional resource to internal and external clients by communicating pension related technical knowledge efficiently and effectively through correspondence, presentations, and/or consultation with clients. Partner with Marketing Communications to coordinate and customize participant communication to drive desired participant outcomes Apply modeling and statistics to identify unique solutions to drive positive client outcomes Maintains knowledge on current and emerging developments/trends in the retirement space Drive client satisfaction and provide client references to leverage for business development Anticipate external customer needs and potential problems and fulfill client needs where possible Ensures that Corebridge delivers on our service and performance agreements Provide thought leadership to clients and the firm Actively represents the department with all projects and strategic initiatives throughout the organization; Coordinates the planning, implementation, and monitoring of special projects. Qualifications Summary Minimum 10 years’ experience is preferred in areas of benefits design, compliance, and Implementation with appropriate designation (i.e. CEBS, ASPA, etc.) Pension experience preferred Bachelor's Degree in Business, Finance or other related field Must demonstrate a thorough knowledge of ERISA and succeeding legislation governing qualified pension plan types Recognized ability to deliver excellent customer service and customer retention Ability to manage Relationship Managers on their respective regional teams Demonstrated ability to continually meet and exceed Plan Sponsor and Participant goals Ability to manage multiple institutional client relationships independently Develops institutional client case studies and client references each year Demonstrate effectiveness in dealing with client organizations, especially top management Must have excellent oral and written communications skills including the ability to make presentations on complex information FINRA Series 6 and 63 required We are an Equal Opportunity Employer Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives. To learn more please visit: www.corebridgefinancial.com Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis. Corebridge Financial reserves the right to conduct a criminal background check, tailored to the requirements of a job, after a conditional employment offer is made. Unless otherwise required by law, Corebridge Financial does not automatically exclude any applicant with a criminal conviction for a job or class or jobs. For more information about Philadelphia law specifically, copy and paste the following link within your browser: http://www.phila.gov/HumanRelations/PDF/BTB POSTER FINAL_3-9-16.pdf Functional Area: SM - Sales & Marketing Estimated Travel Percentage (%): Up to 25% Relocation Provided: No American General Life Insurance Company Thank you for your interest in careers at Corebridge Financial and creating a user account on our Careers site. This page will allow you to check the status of your application(s), update your contact information, and receive important updates and materials related to your application(s). Corebridge Financial makes it possible for more people to take action in their financial lives. Corebridge is one of the largest providers of retirement solutions and insurance products in the United States. We proudly partner with financial professionals and institutions to help individuals plan, save for and achieve secure financial futures. For more information, visit corebridgefinancial.com. Thank you for choosing to join our team. For more information, visit www.corebridgefinancial.com .
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