Peoplr, LLC

Account Manager

• Develop and grow relationships with institutional advisors and consulting firms
• Drive business development and achieve assigned revenue targets
• Identify and pursue new business opportunities by understanding advisors’ client needs
• Align advisor needs with retirement, actuarial, administration, and risk transfer solutions
• Partner with National Accounts and business unit leaders to strengthen advisor relationships
• Advance sales opportunities and support proposals, finalist presentations, and client meetings
• Serve as a trusted advisor and brand ambassador
• Communicate the company’s capabilities, competitive advantages, and industry expertise through presentations, meetings, and industry events
• Maintain accurate sales activity, pipeline forecasts, and advisor engagement records in CRM systems
• Ensure compliance with company policies and regulatory requirements

Explore Advisor Relationship Manager at Peoplr, LLC. Review requirements and application details.

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Advisor Relationship Manager