What are the responsibilities and job description for the Relationship Manager position at Elite Retirement Group Inc.?
RELATIONSHIP MANAGER — Elite Retirement Group | Stevens Point / Plover, WI | In-Office
$40,000–$50,000 based on experience
You'll plan the seminars that bring 50 families into the room — and follow up with every one of them.
Elite Retirement Group is a growing independent retirement planning firm in central Wisconsin. Our educational events and community presence are how we build trust with families — and this role runs that engine.
You'll own event strategy and execution, manage prospect follow-up, and keep outreach and content efforts moving. This is a growth role, not a support role.
What the work looks like:
- Plan and execute educational seminars, workshops, and client appreciation events — from venue logistics and invitations to materials and post-event follow-up. Track what's working and improve the next one.
- Follow up with prospects by phone and email. Keep CRM records clean and pipeline activity current. Support networking, referral, and outreach efforts that drive new client relationships.
- Coordinate content filming with the internal team. Help maintain the social media calendar and keep marketing initiatives on schedule.
You're a fit if you:
- Are highly organized with strong follow-through.
- Comfortable managing multiple moving pieces without dropping any.
- Friendly, professional, and proactive — you don't wait to be asked.
- Experience with events, client service, outreach, or office coordination is a plus but not required.
What you get:
- 401(k) with employer match
- Healthcare subscription program (direct primary care membership — ask us about it)
- PTO paid holidays
- Long-term and short-term disability coverage
- Ongoing professional development and training
- A collaborative team with real room to grow
If you want a role where your work directly drives growth, client experience, and community presence — let's talk.
Salary : $40,000 - $50,000