ASSOCIATE RELATIONSHIP DEVELOPMENT SPECIALIST

Exciting Opportunity: 

Associate Relationship Development Specialist at

 PFP - The Family Security Plan 

What sets us apart? A vibrant team environment that values integrity, passion, care, drive and resilience. At our organization, we believe in fostering open connections and providing unwavering support from leadership and peers alike. Our commitment extends beyond policies – it's about engaging, educating, and securing what matters most to families, communities, and, of course, you.

Job Overview:

The Associate Relationship Development Specialist is responsible for assisting the relationship development department with scheduling, reporting, administrative tasks and various projects for our Credit Union Partners, Regional Managers and Sales Agents. Responsible for scheduling and support for up to 7 Credit Unions. This position has the potential to earn monthly bonus incentives.  

Duties and Responsibilities:

• Schedule off-site visits for Credit Union Partners and Sales Agents.
• Record data from offsite visits utilizing CRM system by collecting and inputting non-branch activity logs. 
• Assist the Support Specialists with data entry, CRM updates, projects and daily activities. 
• Request marketing materials to be mailed to business contacts prior to scheduled visits. 
• Report to Credit Union Partners on communication efforts, activity at visits, and upcoming scheduled assignments for visits. 
• Perform other duties as assigned.

  Education, Skills, and Qualifications:

• Demonstrate Integrity, Drive, Passion, Resilience & Caring of others (our core values).
• Bachelor’s degree or two years of scheduling experience required.
• Strong organizational skills and attention to detail. 
• Excellent time management skills. 
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). 
• Positive team player who works well autonomously and with others. 
• Strong customer service skills. 
• Ability to multi-task and prioritize. 
• Excellent and professional verbal and written communication skills. 
• Exceptional listening and analytical skills. 
• Ability to meet deadlines. 
• Strong operational skills with data-based software and other technologies. 
• Ability to obtain a state insurance license.

• Monday – Friday 8:30 – 4:30
• Monday, Wednesday and a third day in office, the rest of the week is work from home!
• This position is hybrid and will require the employee to be within commutable distance to our Corporate Headquarters (Orange, CT)