Client relationship manager Jobs in Alexandria, VA
Last updated: 8 hours ago
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net...Show moreLast updated: 7 days ago
Ignite your career with our booming insurance company! Fuel your passion for success as we blaze a trail of consistent growth year after year.
We’re on the lookout for exceptional individuals ...Show moreLast updated: 8 hours ago
Client Manager, Premier Market.Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at ...Show moreLast updated: 4 days ago
Client Manager, Premier Market.Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at ...Show moreLast updated: 4 days ago
About SonderMind At SonderMind, we know that therapy works.SonderMind provides accessible, personalized mental healthcare that produces high-quality outcomes for patients.SonderMind's individualize...Show moreLast updated: 16 days ago
Job Title : Senior Relationship Manager.Department : Program Management.Reports To : Director, Program Management.The Senior Relationship Manager is responsible for the day-to-day responsibilities rel...Show moreLast updated: 7 days ago
We are a values driven organization putting.EagleBank (NASDAQ EGBN) is focused on being.Flexible, Involved, Responsive, Strong.
By prioritizing meaningful connections with our customers, employees, ...Show moreLast updated: 4 days ago
Elevate Your Career with Limitless Growth Potential!Are you ready to take control of your career and achieve financial freedom? Join a company celebrated for its award-winning culture and explosive...Show moreLast updated: 18 days ago
Come join our amazing team and work remote from home!.Client Relationship Analyst is responsible for capturing and documenting client / investor servicing requirements, creating investor presentation...Show moreLast updated: 18 days ago
Deloitte Services LP is seeking high performing candidates to pursue and develop strategic relationships within the Federal Health Sector.
In this role, candidates will be responsible for relationsh...Show moreLast updated: 30+ days ago
Client Relationship Manager - SA08AE.We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies.
Working here means having every oppo...Show moreLast updated: 30+ days ago
We are looking for an outgoing relationship manager to foster strong relationships with our clients.The relationship manager's responsibilities also include seeking out new business opportunities, ...Show moreLast updated: 19 hours ago
A company is looking for a Business Banking Relationship Manager II to manage and deepen client relationships within the Business Banking sector.
Key ResponsibilitiesManage and deepen a portfolio of...Show moreLast updated: 20 hours ago
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.
In this role, you’ll deepen rel...Show moreLast updated: 30+ days ago
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC i...Show moreLast updated: 18 days ago
Merrill Market Client Relationship Manager Washington, DC pay range : $110,000.Discretionary incentive eligible : This role is eligible to participate in the annual discretionary plan.Employees are e...Show moreLast updated: 2 days ago
At Pinnacle we construct certainty with Technology.Pinnacle is the leading BIM service provider offering innovative BIM Engineering & BIM Consulting solutions to Architecture, Engineering &...Show moreLast updated: 7 days ago
Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development.Our le...Show moreLast updated: 14 days ago
- Promoted
Life Insurance Producer / Client Relationship Manager
Winged Keel GroupWashington, DC, USFull-time
- New!
100 Percent Remote Client Relationship Manager
American Income Life AO - Michael BurninghamWashington DC, DC, USRemote
Full-time
Quick Apply
- Promoted
Client Manager
Guardian Life Insurance CompanyWashington, DC, United States$53,490.00–$87,870.00 yearly
Full-time
- Promoted
Client Manager
Guardian LifeWashington, DC, United States$53,490.00–$87,870.00 yearly
Full-time
- Promoted
Practice Relationship Manager
SonderMindWashington, DC, United States$20,000.00 yearly
Full-time
- Promoted
Senior Relationship Manager
UNITED NEGRO COLLEGE FUNDWashington, DC, US$76,700.00 yearly
Full-time
- Promoted
C&I Relationship Manager
EagleBankWashington, DC, United States$167,761.00–$251,641.00 yearly
Full-time
- Promoted
Client Relationship Manager - Remote
Dyal AgencyAlexandria, VA, United States$150,000.00–$200,000.00 yearly
Remote
Full-time
- Promoted
Client Relationship Analyst
CarringtonWashington, DC, United States$55,000.00–$60,000.00 yearly
Full-time
Client Relationship Executive, Federal Health
DeloitteMcLean, Virginia, US$151,400.00–$311,000.00 yearly
Client Relationship Manager - Group Benefits - Washington D.C
The HartfordWashington, DC$74,400.00–$111,600.00 yearly
Full-time
- Promoted
- New!
Relationship Manager (US Remote)
QT Communications & TechnologyWashington, DC, USRemote
Full-time
- Promoted
- New!
Business Banking Relationship Manager
VirtualVocationsArlington, Virginia, United StatesFull-time
Private Client Relationship Manager
CitizensVA, United StatesFull-time
- Promoted
Pharmacy Relationship Manager
America's Pharmacy Group, LLCOxon Hill, MD, USFull-time
- Promoted
Merrill Market Client Relationship Manager
Bank of AmericaWashington, DC, United States$110,000.00–$155,000.00 yearly
Full-time
Relationship Manager
IntelliBridgeWashington, DC, US IntelliBridge is a privately-owned company founded to provide business and technical services to government and commercial clients.
Our business philosophy is to hire the brightest, yet humble, peop...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Pinnacle Infotech IncWashington, DC, USFull-time
- Promoted
Commercial Relationship Manager
CityFirst BankWashington, DC, US$123,241.00–$156,419.00 yearly
Full-time
Life Insurance Producer / Client Relationship Manager
Winged Keel GroupWashington, DC, US7 days ago
Job type
- Full-time
Job descriptionBachelor’s degree 5+ years experience in the life insurance industry Life insurance license FINRA Series 6 or 7, and 63 registrations Understanding of technical aspects in life insurance strategies Strong knowledge of life insurance products, tax laws, and estate planning Superior networking / relationship building and interpersonal skills Ability to proactively prospect referrals in the ultra-affluent market Strong closing capabilities Effective listener and communicator Ability to prioritize and meet deadlines in a fast-paced sales / entrepreneurial environment Ability to work well both independently and in a team environment Critical reviewer and creative thinker Commission-based with draw Comprehensive benefit package includes medical, dental, vision, life, disability, 401(k), FSA, and other voluntary benefits.
Job Description
Job Description
Firm Summary :
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary :
The primary function of the Producer / Client Relationship Manager (CRM) is to proactively market the products and services we offer to existing and new Centers of Influence and potential clients. The CRM will be expected to develop expertise with respect to the products and services we offer, and with the acquisition strategies our clients and their advisors employ to acquire such products. Further, our expectation is that the CRM will perform at a level of quality that enhances the reputation of Winged Keel Group which will enable and expand client relationships.
Position Responsibilities :
- Understand, and present a spectrum of life insurance and annuity products available from major life insurance companies.
- Lead lunch and learns and informational meetings to educate referral sources on products and services.
- Cultivate long term relationships with Centers of Influence (e.g., Trust & Estate Attorneys, Investment Managers, Financial Advisors, Multi-Family Offices, and Single Family Offices) to generate referrals.
- Consistently achieve annual sales targets and goals
- Create proactive sales plans to generate revenue.
- Work collaboratively with other CRMs and manage new opportunities through closing, working with internal Case Design and Underwriting teams.
- Ensure ongoing policy servicing in conjunction with internal Client Service team.
Ideal Candidate will Possess the Following :
Working Conditions / Demands / Complexity :
Powered by JazzHR
eQ0j30BrFu