Account Manager, Relationship Management

Role responsibilities

The Account Manager will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals. They will develop and execute relationship management and sales plans to ensure client satisfaction and increase sales revenue.

Requirements

Candidates must have a bachelor's degree or equivalent work experience and 1-3+ years of experience in relationship management. A FINRA Series 6 and 63 are required, with Series 7 and 66 preferred.

Key skills

Relationship Management, Sales, Communication, Presentation Skills, Client Satisfaction, Problem Solving, Collaboration, Market Segmentation, Sales Support, Training, Client Retention, Cross Selling, Data Management, Proposal Development, Product Knowledge, Stakeholder Engagement

Keywords

Account Manager, Sales, Relationship Management, Client Satisfaction, Sales Goals, Retention, Market Share, FINRA, Sales Support, Collaboration, Training, Product Knowledge, Client Issues, Cross Selling, Proposal Development, Stakeholder Engagement, Financial Services, Insurance, Investment Management