{"schemaVersion":"jobsearcher.job.v1","id":"7ee59072c8dcff5672fbc23a","url":"https://jobsearcher.com/jobs/7ee59072c8dcff5672fbc23a","canonicalUrl":"https://jobsearcher.com/jobs/7ee59072c8dcff5672fbc23a","title":"Relationship Development Specialist","description":"Associate Relationship Development SpecialistThe Family Security Plan is a mission-driven insurance organization with more than 50 years of experience serving communities through strategic partnerships with local, regional, and national credit unions. Our focus is on advancing financial wellness by providing affordable insurance solutions to underserved populations.What sets us apart is our people. We foster a collaborative, supportive workplace grounded in integrity, passion, care, drive, and resilience. At PFP, our work goes beyond policieswe are committed to educating, protecting, and strengthening families and communities while supporting the professional growth of our employees.Position OverviewThe Associate Relationship Development Specialist provides administrative, scheduling, and reporting support to the Relationship Development team. This role works closely with Credit Union Partners, Regional Managers, and Sales Agents to ensure effective coordination of off-site visits and partner engagement activities.The position supports up to seven Credit Unions and offers the opportunity to earn monthly bonus incentives based on performance.Key ResponsibilitiesSchedule off-site visits for Credit Union Partners and Sales AgentsRecord and maintain data from off-site visits using the CRM system, including non-branch activity logsAssist Support Specialists with data entry, CRM updates, projects, and daily operational tasksCoordinate the mailing of marketing materials to business contacts prior to scheduled visitsProvide Credit Union Partners with reports on communication efforts, visit activity, and upcoming scheduled assignmentsPerform additional duties as assignedEducation, Skills, and QualificationsDemonstrated commitment to integrity, drive, passion, resilience, and caring for othersBachelor's degree or a minimum of two years of scheduling experience requiredStrong organizational skills with exceptional attention to detailExcellent time management and prioritization abilitiesProficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)Strong customer service orientationAbility to work independently and collaboratively in a team environmentExcellent verbal and written communication skillsStrong listening and analytical skillsAbility to meet deadlines and manage multiple tasks simultaneouslyExperience working with CRM systems and data-based software preferredAbility to obtain a state insurance licenseSchedule & Work EnvironmentMondayFriday, 8:30 AM 4:30 PMHybrid work schedule: in-office on Monday, Wednesday, and Friday.Employees must be within commutable distance to the Corporate Headquarters in Orange, CT","company":"Pfp Services","rawCompany":"pfp services","city":"Orange","state":"CT","isRemote":false,"isActive":false,"createdAt":"2026-06-19T00:59:12.778Z","occupations":[{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"43-6014.00","title":"Secretaries and Administrative Assistants, Except Legal, Medical, and Executive","slug":"secretaries-and-administrative-assistants-except-legal-medical-and-executive"},{"code":"13-1151.00","title":"Training and Development Specialists","slug":"training-and-development-specialists"}],"industries":[{"code":"524298","title":"All Other Insurance Related Activities","slug":"all-other-insurance-related-activities"},{"code":"624190","title":"Other Individual and Family Services","slug":"other-individual-and-family-services"},{"code":"813410","title":"Civic and Social Organizations","slug":"civic-and-social-organizations"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Relationship Development Specialist","description":"Associate Relationship Development SpecialistThe Family Security Plan is a mission-driven insurance organization with more than 50 years of experience serving communities through strategic partnerships with local, regional, and national credit unions. Our focus is on advancing financial wellness by providing affordable insurance solutions to underserved populations.What sets us apart is our people. We foster a collaborative, supportive workplace grounded in integrity, passion, care, drive, and resilience. At PFP, our work goes beyond policieswe are committed to educating, protecting, and strengthening families and communities while supporting the professional growth of our employees.Position OverviewThe Associate Relationship Development Specialist provides administrative, scheduling, and reporting support to the Relationship Development team. This role works closely with Credit Union Partners, Regional Managers, and Sales Agents to ensure effective coordination of off-site visits and partner engagement activities.The position supports up to seven Credit Unions and offers the opportunity to earn monthly bonus incentives based on performance.Key ResponsibilitiesSchedule off-site visits for Credit Union Partners and Sales AgentsRecord and maintain data from off-site visits using the CRM system, including non-branch activity logsAssist Support Specialists with data entry, CRM updates, projects, and daily operational tasksCoordinate the mailing of marketing materials to business contacts prior to scheduled visitsProvide Credit Union Partners with reports on communication efforts, visit activity, and upcoming scheduled assignmentsPerform additional duties as assignedEducation, Skills, and QualificationsDemonstrated commitment to integrity, drive, passion, resilience, and caring for othersBachelor's degree or a minimum of two years of scheduling experience requiredStrong organizational skills with exceptional attention to detailExcellent time management and prioritization abilitiesProficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)Strong customer service orientationAbility to work independently and collaboratively in a team environmentExcellent verbal and written communication skillsStrong listening and analytical skillsAbility to meet deadlines and manage multiple tasks simultaneouslyExperience working with CRM systems and data-based software preferredAbility to obtain a state insurance licenseSchedule & Work EnvironmentMondayFriday, 8:30 AM 4:30 PMHybrid work schedule: in-office on Monday, Wednesday, and Friday.Employees must be within commutable distance to the Corporate Headquarters in Orange, CT","datePosted":"2026-06-19T00:59:12.778Z","dateModified":"2026-06-19T00:59:12.778Z","hiringOrganization":{"@type":"Organization","name":"Pfp Services","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Orange","addressRegion":"CT","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"7ee59072c8dcff5672fbc23a"},"url":"https://jobsearcher.com/jobs/7ee59072c8dcff5672fbc23a"}}