Client relationship manager Jobs in Washington, DC
Last updated: 1 day ago
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net...Show moreLast updated: 18 days ago
Elevate Your Career with Limitless Growth Potential! Are you ready to take control of your career and achieve financial freedom? Join a company celebrated for its award-winning culture and explosiv...Show moreLast updated: 19 days ago
Client Services Manager(Greater Washington D.NJI is a wildly creative and strategically disciplined agency with offices in London, Washington, D.
We work seamlessly across teams and time zones to al...Show moreLast updated: 2 days ago
Under general supervision The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients are able to avail them...Show moreLast updated: 30+ days ago
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, L...Show moreLast updated: 2 days ago
Transwestern Real Estate Services adds value for investors, owners and occupiers of all commercial property types through comprehensive solutions grounded in sound market intelligence.Part of the T...Show moreLast updated: 4 days ago
The Healthcare Asset Based Lending (ABL) Relationship Manager / Underwriter has responsibility for leading the underwriting and ongoing management for a portfolio of healthcare-related clients.This r...Show moreLast updated: 9 days ago
At Pinnacle we construct certainty with Technology.Pinnacle is the leading BIM service provider offering innovative BIM Engineering & BIM Consulting solutions to Architecture, Engineering &...Show moreLast updated: 30+ days ago
Client Relationship Manager - SA08AE.We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies.
Working here means having every oppo...Show moreLast updated: 30+ days ago
WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business &a...Show moreLast updated: 30+ days ago
Recruiting : Sales - DC - Washington, United States of America, Washington, District of ColumbiaRelationship Manager - DC.
Are you a natural born people person who thrives on cultivating relationship...Show moreLast updated: 30+ days ago
McLean, Virginia, is a nationally chartered bank offering a comprehensive range of commercial and consumer banking services, including traditional deposit accounts, mortgages, and loans, as well as...Show moreLast updated: 1 day ago
Elevate Your Career with Limitless Growth Potential! Are you ready to take control of your career and achieve financial freedom? Join a company celebrated for its award-winning culture and explosiv...Show moreLast updated: 30+ days ago
Responsible for an assigned portfolio of loan and deposit relationships with small business clients.Solicit new business.
manage risk and credit decisions; and service existing clients through the ...Show moreLast updated: 30+ days ago
- Promoted
Life Insurance Producer / Client Relationship Manager
Winged Keel GroupWashington, DC, USFull-time
Client Relationship Manager - Remote
The Bustillo AgencyBethesda, MD, US$150,000.00–$200,000.00 yearly
Remote
Quick Apply
- Promoted
Client Services Manager
NJIWashington, DC, United StatesFull-time
Client Relationship Manager
StifelWashington, District of Columbia, United States$65,100.00–$97,500.00 yearly
Full-time
- Promoted
Pharmacy Relationship Manager
America's Pharmacy Group, LLCOxon Hill, MD, USFull-time
C&I Relationship Manager
EagleBankWashington, DC We are a values driven organization putting.EagleBank (NASDAQ - EGBN) is focused on being.Flexible, Involved, Responsive, Strong.
By prioritizing meaningful connections with our customers, employees...Show moreLast updated: 30+ days ago
- Promoted
Client Accounting Manager
TranswesternBethesda, MD, US$115,000.00–$120,000.00 yearly
Full-time
- Promoted
Healthcare ABL Relationship Manager / Underwriter
Huntington National BankChevy Chase, MD, US$175,000.00–$215,000.00 yearly
Full-time
Relationship Manager
Pinnacle Infotech IncWashington, DC, US$80,000.00–$140,000.00 yearly
Full-time
Client Relationship Manager - Group Benefits - Washington D.C
The HartfordWashington, DC$74,400.00–$111,600.00 yearly
Full-time
Relationship Manager Senior
City National BankWashington, DC, US$78,970.00–$126,140.00 yearly
Full-time
Relationship Manager - DC
Capital OneWashington, DC$71,400.00–$81,500.00 yearly
Full-time
- Promoted
Client Relationship Associate
Chain Bridge Bank N.AMcLean, VA, United StatesFull-time
Relationship Manager
Soft Tech Consulting, IncBethesda, MD, US Soft Tech Consulting is seeking a highly motivated, self-directed individual to fill the role of a.The selected individual will join a collaborative team environment where they will provide experti...Show moreLast updated: 30+ days ago
Client Relationship Manager - Remote
Dyal AgencyAlexandria, VA, US$150,000.00–$200,000.00 yearly
Remote
Quick Apply
Relationship Manager
IntelliBridgeWashington, DC, US IntelliBridge is a privately-owned company founded to provide business and technical services to government and commercial clients.
Our business philosophy is to hire the brightest, yet humble, peop...Show moreLast updated: 30+ days ago
- Promoted
Center Relationship Manager - NCAPS
N4 SolutionsGreenbelt, MD, United States N4 Solutions is looking for you! Come join our team and be a part of our mission! Our mission is to evaluate, collaborate, and innovate with customers and partners to create business, scientific, a...Show moreLast updated: 30+ days ago
Business Business Relationship Manager
M&T BankFalls Church, VA$96,029.08–$160,048.47 yearly
Full-time
Life Insurance Producer / Client Relationship Manager
Winged Keel GroupWashington, DC, US18 days ago
Job type
- Full-time
Job descriptionBachelor’s degree 5+ years experience in the life insurance industry Life insurance license FINRA Series 6 or 7, and 63 registrations Understanding of technical aspects in life insurance strategies Strong knowledge of life insurance products, tax laws, and estate planning Superior networking / relationship building and interpersonal skills Ability to proactively prospect referrals in the ultra-affluent market Strong closing capabilities Effective listener and communicator Ability to prioritize and meet deadlines in a fast-paced sales / entrepreneurial environment Ability to work well both independently and in a team environment Critical reviewer and creative thinker Commission-based with draw Comprehensive benefit package includes medical, dental, vision, life, disability, 401(k), FSA, and other voluntary benefits.
Job Description
Job Description
Firm Summary :
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary :
The primary function of the Producer / Client Relationship Manager (CRM) is to proactively market the products and services we offer to existing and new Centers of Influence and potential clients. The CRM will be expected to develop expertise with respect to the products and services we offer, and with the acquisition strategies our clients and their advisors employ to acquire such products. Further, our expectation is that the CRM will perform at a level of quality that enhances the reputation of Winged Keel Group which will enable and expand client relationships.
Position Responsibilities :
- Understand, and present a spectrum of life insurance and annuity products available from major life insurance companies.
- Lead lunch and learns and informational meetings to educate referral sources on products and services.
- Cultivate long term relationships with Centers of Influence (e.g., Trust & Estate Attorneys, Investment Managers, Financial Advisors, Multi-Family Offices, and Single Family Offices) to generate referrals.
- Consistently achieve annual sales targets and goals
- Create proactive sales plans to generate revenue.
- Work collaboratively with other CRMs and manage new opportunities through closing, working with internal Case Design and Underwriting teams.
- Ensure ongoing policy servicing in conjunction with internal Client Service team.
Ideal Candidate will Possess the Following :
Working Conditions / Demands / Complexity :
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