Relationship Manager

Talcott Financial Group

. Build Talcott’s retail distribution infrastructure .

Posted 10/3/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in annuity sales and client relationship management, with a strong focus on driving revenue growth through strategic planning and effective communication. Proficient in utilizing CRM systems and digital tools to enhance sales processes and maintain productive advisor relationships.

Highest-signal resume keywords

Annuity Sales ExperienceClient Relationship ManagementSales Strategy DevelopmentCRM ProficiencyPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales AcumenAnnuity Illustration SoftwareBudget ManagementEmail Campaign ExecutionProduct Training

Soft Skills

Initiative-TakingIndependent WorkRelationship CultivationMulti-Priority Balancing

Tools & Technologies

CRM SoftwareMicrosoft WordMicrosoft ExcelMicrosoft PowerPointGoToMeeting

Certifications & Qualifications

State Insurance License

Industry Keywords

IMO Channel ExperienceFixed AnnuitiesFixed Indexed AnnuitiesFinancial PlanningSales Training

About the role

Key responsibilities & impact

Build Talcott’s retail distribution infrastructure
Develop and implement short- and long-term strategies for building client relationships, generating new business, and driving revenue growth
Collaborate cross-functionally to understand how product refinements and service improvements impact company strategy and operational demands
Work closely with the Head of Retail Distribution to develop business plans that maximize sales and meet growth objectives
Engage IMO marketers, independent agents, and independent financial advisors to promote Talcott annuity sales
Spend 70% of time meeting face to face with IMO principals, marketers, and agents, and 30% in the home office making outbound calls
Build and maintain marketer and producer relationships and communicate market, industry, and product updates
Identify and develop new advisors while strengthening existing advisor relationships
Drive sales through outbound calling, webinars, field activity, and in-person meetings
Execute frequent touchpoints with assigned agents and marketers
Create, execute, and follow up on email campaigns
Schedule, coordinate, and run national conference calls, webinars, GoToMeetings, and campaigns
Conduct product and sales training through individual and group sessions, seminars, workshops, and conferences
Plan and deploy resources into the assigned territory through marketing and sales initiatives
Own budget and expense account
Use CRM daily to record contacts, notes, activities, and follow-up
Maintain a high level of professional conduct
Apply in-depth knowledge of fixed and fixed indexed annuities and their role in clients’ overall financial plans

Requirements

What you’ll need

Minimum of 5 years of relevant industry sales experience
Bachelor’s degree or equivalent work experience
‘Digital’ and ‘Virtual’ skillset with ability to have input into future systems
Annuity sales industry experience strongly preferred
IMO channel experience strongly preferred
State insurance license strongly preferred
Ability to navigate computer programs such as Word, Excel, PowerPoint, etc.
Experience with annuity illustration software preferred
Must be an initiative-taker and able to work independently
Proven sales acumen and strong presentation skills
Ability to cultivate and retain productive relationships
Ability to balance multiple priorities and meet specific sales and marketing objectives