Job description
Position Purpose: The Relationship Manager (RM) will play a key role in supporting the Independent Sales Agent (ISA) channel, including the Financial Institution (FI), by serving as a critical link between key clients, referral partners, underwriting, and internal operations. The RM will work to understand the unique challenges of each client, identify opportunities for the business to better meet their needs, and build strong, long term relationships with key partners and clients.
The RM will also keep the business unit informed of any developments that may impact these relationships. This position also presents a pathway to transition into a sales role as the business grows.