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Account Management Associate

Req Id:  3433

Work Location: 
Charlotte, NC (hybrid), or Fully Remote. To protect the health and safety of our employees, our offices are closed until mid-September 2021. When our offices reopen, the organization will be moving to a hybrid work model.

 

Our Commitment to Diversity, Equity, and Inclusion:
At Brighthouse Financial, we’re fostering a culture where diverse backgrounds and experiences are celebrated, and different ideas are heard and respected. We believe that by creating an inclusive workplace, we’re better able to attract and retain our talent, provide valuable solutions that meet the needs of our advisors and their clients, and deliver on our mission of helping more people achieve financial security.

 

How This Role Contributes to Brighthouse Financial:
As part of the Strategic Relationship Management team, this role assists in building and maintaining relationships with new and existing distributors in the Life and IMO channels. Account Management Associates work closely with the assigned Strategic Relationship Managers to support firm initiatives and events, resolve firm inquiries, and provide day to day support as needed.

In addition, this associate will assist with reporting and business analysis, project management, problem resolution and any firm implementation needs. This role will act as a liaison between several key areas of the company including Distribution, Distribution Support, Marketing, Reporting and the National Sales Office.

 

Key Responsibilities:
•    Coordinate firm and industry meetings
•    Prepare and complete most firm reporting
•    Support firm implementation or onboarding efforts
•    Problem resolution and service support, in conjunction with service partners
•    Project management
•    Facilitate internal communication and updates
•    Share overall accountability for day-to-day success of firms

 

Essential Business Experience and Technical Skills:
•    Strong record of success in previous positions with ability to multitask and embrace change
•    3-5 years experience in financial Industry
•    Life license, Series 6/63 preferred
•    Typical Education: BA/BS
•    Knowledge of Brighthouse Financial products, services, and systems
•    Proficient with Excel, Word and Powerpoint
•    Strong oral and written communication skills
•    Ability to multi-task and prioritize

 

Our Benefits:
•    Compensation: Base salary ranging from $67,000 to $83,000 plus competitive performance-based incentives determined by company and individual results
•    Time Off: Minimum of 20 days of paid time off and 13 paid company holidays per full calendar year, plus paid volunteer time
•    Financial Benefits: 401(k) savings plan with up to a 6% annual match and 3% annual company nondiscretionary contribution of eligible compensation, annual incentive plan, and employee stock purchase plan
•    Family Focus: Up to 16 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, and adoption and surrogacy assistance
•    Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with potential company contributions up to $1,000 per family
•    Wellness Programs: Wellness incentive platform, employee assistance program, financial counseling services, fitness center discounts and more
•    Life & Disability Benefits: Company-paid basic life insurance and short-term disability

 

Travel:
Up to 25%
 
Number of Openings:
1
 
 


Nearest Major Market: Charlotte

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