Relationship Development Specialist

Sourcing and Onboarding Lead @ PFP Services

The 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.

• Schedule off-site visits for Credit Union Partners and Sales Agents
• Record and maintain data from off-site visits using the CRM system, including non-branch activity logs
• Assist Support Specialists with data entry, CRM updates, projects, and daily operational tasks
• Coordinate the mailing of marketing materials to business contacts prior to scheduled visits
• Provide Credit Union Partners with reports on communication efforts, visit activity, and upcoming scheduled assignments
• Perform additional duties as assigned

• Demonstrated commitment to integrity, drive, passion, resilience, and caring for others
• Bachelor’s degree or a minimum of two years of scheduling experience required
• Strong organizational skills with exceptional attention to detail
• Excellent time management and prioritization abilities
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Ability to work independently and collaboratively in a team environment
• Excellent verbal and written communication skills
• Strong listening and analytical skills
• Ability to meet deadlines and manage multiple tasks simultaneously
• Experience working with CRM systems and data‑based software preferred
• Ability to obtain a state insurance license
• Monday–Friday, 8:30 AM – 4:30 PM
• Hybrid work schedule: in‑office on Monday, Wednesday, and Friday.
• Employees must be within commutable distance to the Corporate Headquarters in Orange, CT

Failure to pass an internet speed test will suspend the employment onboarding process, as all employees are required to have a secure and reliable internet connection

• Medical insurance
• Vision insurance
• 401(k)

Associate

Full‑time

Business Development

Insurance