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Job #: 10636 - Managed Investments Sales Consultant
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10636
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| Inactive / Filled |
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Managed Investments Sales Consultant
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IL-Other
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH)
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| Investments/Securities (INSEC); WealthMgmt~Asset/Invest. Mgmt. (WMA); WealthMgmt~Personal Trust (WMPR) |
| Banking; Investments |
| Low: $80,000 |
High: $80,000 |
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| Low: $180,000 |
High: $280,000 |
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| NB sales bonus is 40% of 1st yr recurring fee income from 1st dollar. Co. pays 25% residual in subsequent yrs on fee income that persists. |
| Medical/dental/vision; Life Ins; 401k Plan; Extended sick leave; Generous paid vacation and holidays, and much more. |
| None Listed |
| No |
| Full Time / Direct Hire |
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| Our client, a multi-billion dollar, client centered financial firm, can boast to those seeking workplace autonomy, company stability and an outstanding personal earnings opportunity, years of exceptional ROE and record breaking financial performance. |
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| Summary: Generate sales revenue for Trust & Investment Department by focusing majority of daily activities on making outside sales calls to attorneys, CPAs, investment consultants, financial planners, and others. Specific Duties: • Generate sales revenue by focusing majority of daily activities on outside personal sales calls to attorneys, CPAs and investment consultants. • Manage a client portfolio of 200+ client relationships consisting of personal trust and employee benefit accounts. • Manage a book of relationships including all new relationships sold by incumbent. • Work with trust sales manager to develop sales/service strategies that will attract new trust clients and expand existing trust relationships. • Develop and expand Center of Influence (COI) referral network in order to sell company trust products whenever possible through COI client base. • Act as representative with COI network for all company financial services. • Assume administrative responsibility for a select group of accounts. • Meet with clients for the purpose of discussing their needs and benefits of firm’s services, expansion of client relationships, and investment performance review. • Achieve annual negotiated performance standards. • Monitor account activity and portfolio mix to ensure that established investment guidelines are consistently met. • Assist colleagues as needed with knowledge and insight as to various trust topics. |
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| • Bachelor's degree or equivalent work experience. • 7-10 years previous sales and client relationship management experience within the financial services industry • Demonstrated sales and networking skills consistent with goal expectation. • Fiduciary knowledge relating to personal trusts, employee benefits and investments. |
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| • CFP designation and/or portfolio management experience preferred. • Excellent written and verbal communication skills. • PC literate and ability to use a trust system unaided. |
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| Bachelors |
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| Certified/Chartered Financial Planner |
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| None |
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| 9-10 |
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| 3-4 |
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