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Permanent

On-Site

Account Relationship Manager

Recruiter: Codi Mccommon

Dublin, OH

Job ID

551

Industry

Finance

Experience level

Manager

JOB BENEFITS

Full-time, onsite position located in Dublin, Ohio (Monday–Friday).

Newly built office environment designed to support collaboration and professional growth.

100% of leads provided through established financial institution partnerships—no cold calling required.

Competitive base salary plus uncapped monthly incentive compensation.

Company-paid life insurance licensing and recertification.

Comprehensive health care benefits.

401(k) with company match.

Paid Time Off (PTO).

Ongoing training, professional development, and career advancement opportunities.

This role is ideal for a sales-focused professional who enjoys building relationships, educating advisors, and contributing to a high-performing team while working with established client partnerships.

OVERVIEW

This is an excellent opportunity for a motivated sales professional to join a growing organization in the financial services and insurance industry. As an Account Relationship Manager, you will play a key role in supporting financial advisors, strengthening client relationships, and driving sales growth through existing partner networks. The ideal candidate is relationship-focused, results-driven, and energized by helping advisors identify the right solutions for their clients. With all leads provided through established institutional relationships, this role offers the opportunity to focus on building connections, providing education, and achieving measurable results within a collaborative team environment.

Proven success in inside sales, relationship management, or telephone-based sales roles.

Demonstrated track record of achieving or exceeding sales goals.

Strong communication, presentation, and relationship-building skills.

Experience within the insurance or financial services industry preferred.

Proficiency with Salesforce CRM and Microsoft Office applications.

Ability to quickly learn financial and insurance products and communicate their value effectively.

FINRA Series 6 License required.

Life & Health Insurance License required.

Bachelor's degree preferred but not required based on relevant experience.

Key Competencies & Attributes

Self-starter with a strong work ethic and sense of accountability.

Energetic and highly motivated professional.

Relationship-oriented with excellent interpersonal skills.

Strong organizational and time-management abilities.

Results-driven with a commitment to achieving goals.

Adaptable and comfortable working in a fast-paced environment.

Professional, reliable, and customer-focused.

Comfortable leveraging technology and AI tools to enhance productivity and sales effectiveness.

KEY RESPONSIBILITIES

Develop and maintain strong relationships with financial advisors and existing client partners.

Conduct outbound calls daily to engage advisors, identify opportunities, and support sales initiatives.

Utilize a web-based quoting platform to prepare and present life insurance solutions.

Provide formal and informal training to advisors on financial and insurance products to help determine the best fit for clients.

Serve as a knowledgeable resource on company products, services, and industry trends.

Leverage Salesforce and other technology platforms to manage advisor relationships, track activities, and maintain accurate records.

Utilize AI-powered tools to identify opportunities and effectively manage assigned territories.

Meet or exceed weekly and monthly sales goals and performance metrics.

Collaborate with internal teams to ensure exceptional advisor support and service.