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Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What You'll Be Doing: The Carrier Relationship Manager partners with key insurance carriers to increase wholesaler effectiveness and activity, enhance and improve alignment with Stifel initiatives, and support joint marketing and sales activities.

What You'll Be Doing:
The Carrier Relationship Manager partners with key insurance carriers to increase wholesaler effectiveness and activity, enhance and improve alignment with Stifel initiatives, and support joint marketing and sales activities. This role exists to deepen carrier engagement, strengthen collaboration, and drive measurable growth at the carrier level.

What We're Looking For:
• Develop and execute annual business plans with each carrier relationship, including wholesaler activity goals, marketing strategies, relationship-building activities, and sales targets. • Partner closely with the carrier’s Relationship Manager, Marketing Team, and Sales Managers to ensure strong advocacy for Stifel throughout their organization. • Monitor and ensure carrier compliance with all relevant regulatory requirements. • Serve as the central point of contact between carriers and Stifel, coordinating communication and partnerships across teams. • Collaborate with carriers to resolve issues effectively and in a timely manner. • Contribute to special projects and initiatives as needed.

What You'll Bring:
• Demonstrated experience developing and executing business plans, preferably within insurance, annuities, or financial services. • Strong relationship management skills, with the ability to partner effectively with external carrier representatives and internal teams. • Solid understanding of marketing strategies, sales processes, and wholesaler engagement. • Knowledge of regulatory requirements relevant to insurance and annuity products, with the ability to monitor and ensure carrier compliance. • Proven ability to serve as a central communication hub, coordinating cross functional efforts and maintaining aligned messaging across teams. • Strong problem solving skills with the ability to resolve carrier or operational issues accurately and in a timely manner. • Ability to manage multiple initiatives simultaneously and contribute to special projects as needed. • Excellent communication, negotiation, and organizational skills. 

Education & Experience:
• Minimum Required: Bachelor's degree in related field, or equivalent experience. • Minimum Required: 5+ years of experience in insurance, annuities, or related financial services.

Licenses & Credentials:
• Minimum Required: Active Life and Health license. • Minimum Required: Series 7 and Series 66, or the ability to obtain within 6 months of hire. • Preferred: Professional designations such as CLU or similar credentials. 

Systems & Technology:
• Proficient in Microsoft Office. #LI-JK1

About Stifel:
Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Stifel

Carrier Relationship Manager

Alliance/Partner Management

Annuities

Business Plan

Communication Skills

Cross-Functional

Financial Analysis

Financial Services

Insurance

Investment Services

Maintain Compliance

Marketing

Marketing Strategy

Negotiation Skills

Organizational Skills

Problem Solving Skills

Project/Program Management

Regulatory Compliance

Regulatory Requirements

Relationship Management

Relationship Marketing

Sales

Sales Management

Sales Strategy

Series 66

Series 7

Startup

Time Management

Wealth Management

[AW]-iCims

FULL_TIME

YEAR

Branch Operations Navigator: You'll be involved in the daily management and coordination in the office , including building loads , setting up carriers , updating/checking calls , and scheduling pick-up and delivery appointments. Allen Lund Company is seeking a Carrier Sales Representative to prospect, contract, secure, and establish relationships with carriers to move truckload and LTL volumes of dry, refrigerated, and flatbed cargo!

Our Story With $1,000 in his pocket, Allen Lund made the brave decision to start his own transportation brokerage company. It was 1976, when Allen Lund Company formally opened the first office in Los Angeles. Now, we have 43 offices and continue to grow! We are always looking for exceptional people to join our fast paced, challenging, team-oriented work environment. Our culture fosters personal growth and commitment both in and out of the office. Our diverse workforce is key in delivering outstanding customer service and our commitment to our industry are main components of our unmatched reputation. We hold true the value of hiring, developing and retaining the best employees in the industry. Our management provides an open and innovative environment that promotes professional and personal growth. This is why one half of our employees have been with us for over 10 years! Why You'll Love Working Here: Beyond the Paycheck!<ul><li style="list-style-type:disc">Culture That Rocks: Dive into an inclusive company culture where your personal growth and commitment are nurtured, both on and off the clock! Our management team champions an open and innovative environment that promotes professional and personal growth!</li><li style="list-style-type:disc">Unleash Your Potential: Get ready for top-notch training and development that fuels your career growth opportunities , including transfer opportunities within our 41 offices! You'll complete ALC system training as required.</li><li style="list-style-type:disc">Seriously Sweet Perks: We're talking competitive compensation , unparalleled benefits & wellness (we mean really good!) , and a 401k with a generous match!</li><li style="list-style-type:disc">Share in the Success: Be more than just an employee – you can share in company ownership and get recognized for your amazing work with our employee recognition program!</li><li style="list-style-type:disc">A Team That Sticks: Join a company where half of our incredible employees have been with us for over a decade – that's a whole lot of happy!</li></ul>Ready to Connect & Conquer the Road? Become Our Carrier Sales Representative!Are you a self-motivated, enthusiastic team player who excels in a fast-paced environment? Do you possess excellent communication skills, a strong customer service orientation, and a knack for quick decision-making? If this sounds like you, or you like a challenge, let's talk! Allen Lund Company is seeking a Carrier Sales Representative to prospect, contract, secure, and establish relationships with carriers to move truckload and LTL volumes of dry, refrigerated, and flatbed cargo!What You'll Do (Your Superpowers in Action!): Assist and support the office to ensure standards, policies, and procedures are upheld. This role requires a great deal of independent thought, organization, analytic skills, and strong communication.<ul><li style="list-style-type:disc">Carrier Acquisition & Development Dynamo: You'll be responsible for developing and increasing profitable volume with existing and newly acquired carriers. Use your strong relationships to understand carriers' business, qualifying them better and gaining knowledge of lanes serviced. You'll contact and build strong relationships with carriers , increasing capacity for specific projects and lanes, and boosting the overall capacity for the office and company.</li><li style="list-style-type:disc">Exceptional Customer Service Provider: Deliver exceptional customer service in every interaction!</li><li style="list-style-type:disc">Branch Operations Navigator: You'll be involved in the daily management and coordination in the office , including building loads , setting up carriers , updating/checking calls , and scheduling pick-up and delivery appointments. You'll also update customer systems and customers with critical information.</li><li style="list-style-type:disc">Process Upholder: Uphold the set processes, procedures, and protocols established to qualify and match the correct carrier for a shipment based on the service required. You'll consistently uphold the company standard by following our core principles of Customer, Company, Office.</li></ul>Skills & Experience (Your Arsenal of Awesome!):<ul><li style="list-style-type:disc">Self-motivated, enthusiastic team player who excels in a fast-paced environment.</li><li style="list-style-type:disc">Excellent and effective communication skills.</li><li style="list-style-type:disc">Strong customer service orientation and excellent work ethic.</li><li style="list-style-type:disc">Ability to quickly process information and make decisions.</li><li style="list-style-type:disc">Excellent time-management skills with the ability to multitask.</li><li style="list-style-type:disc">Highly organized and detail-oriented.</li><li style="list-style-type:disc">Ability to work well under pressure in a fast-paced environment.</li></ul>Join us in making a difference! Allen Lund Company is an equal opportunity employer, dedicated to diversity.  Powered by JazzHR

The Allen Lund Company is a national 3rd party freight broker with nationwide offices and over 400 employees. We work with shippers and TL & LTL carriers across the country providing transport for dry, refrigerated (specializing in produce), and flatbed freight. Additionally, the Allen Lund Company has a Logistics division, ALC Logistics.

Established in 1976, the Allen Lund Company has always maintained an exceptional reputation amongst shippers and carriers as a premiere freight brokerage, exceeding expectations on even the most challenging projects. The company consistently earns a Four-X rating with Blue Book and a Four-Star rating with Red Book Credit Services. These are the highest ratings a company can receive for business ethics, financial strength, and credit practices. A further indication of ALC’s dependability and reliability is the company’s inclusion in the Platinum Performance Program established by TIA (Transportation Intermediaries Association) and in 2010, Allen Lund Company was named Best Broker by NASTC (National Association of Small Trucking Companies).

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Carrier Relationship Manager Stifel

Carrier Sales Representative Allen Lund Company, LLC

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