• Relationship Manager Complement Model

    Location US-OR
    Posted Date 6 days ago(12/6/2018 1:51 PM)
    # Positions
    Req #
  • Overview

    If you want to make a positive difference and stand out from the crowd, you’ll fit in at The Standard (www.standard.com). Through our retirement plans and insurance products and services, we help people achieve financial well-being and peace of mind. Come join us and share our passion for serving our customers in a positively different way.


    Provide best in class and profitable customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts within a Retirement Plans Service region in order to achieve business growth and customer retention.


    Develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive communication, and problem resolution. Work with sponsors and channel relationships to understand their concerns and needs and, as needed, act as liaison between home office departments and the customer to initiate plan improvements and resolve issues. Inform the customer in a timely manner of industry and regulatory changes and explain the impact on the client. Provide plan design consulting services.


    Drive client retention by delivering annual plan review to decision-makers and initiating proactive client contact and meetings. Provide investment advisory services fund lineup updates, and deliver Investment Due Diligence and Monitoring Reports.


    Coordinate the installation of assigned new groups with the plan sponsor and channel relationships. This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan.


    Deliver all aspects of the enrollment, re-enrollment, and education process. Includes pro-actively scheduling, determining content, preparing for, and delivering meetings.


    Participate in sales presentations as a relationship manager when requested by sales manager.  Promote new products and services to plan sponsors.


    Education: Bachelor’s degree required. Degree or experience in Business Administration preferred.


    Experience: 3 to 5 years demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience. Good knowledge of qualified plans, ERISA, and qualified plan investments.


    Professional certification required:  You will be required to transfer or obtain a Series 6 /7, with Series 63 where applicable, OR a Series 65 license within 90 days of your date of hire. These licenses are required as part of your position. If you do not already hold these licenses, it is our expectation that this process be initiated immediately after your date of hire. Please contact Roberta Monroe, Compliance Manager, during your first week, to initiate this process. If you take the securities licensing examination but fail, you will be given one additional 90 day study period. Failure to pass the examination will result in termination from the position. The Standard will provide study materials and five paid study days within thirty days of your date of hire and pay fees associated with the licensing process.  Retirement plans industry certification is a plus.


    Physical Demands:Travel is required.



    Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.


    For more information regarding your Equal Employment Opportunity applicant rights, click  here.


    Individuals with disabilities who need assistance or accommodation with the application process should contact HR Direct at 971-321-7871.  This number is only for the use of individuals with disabilities who need accommodation with the application process.  General inquiries about application status will not be addressed.


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