| Location: |
IL-Other West of Chicago (Naperville area), North (Lake Forest) or South (Tinley Park area)
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH) |
| Salary Range: |
80,000 - 80,000 |
| Total Compensation: |
180,000 - 280,000 |
| Job Description: |
Summary: Generate sales revenue for the 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 on daily outside, personal sales. • Manage a client portfolio of 200+ client relationships including trust and employee benefit accounts. • Manage a group of relationships including those that incumbent booked. • Work with trust sales manager to develop sales/service strategies that will attract new trust clients and expand existing trust relationships. • Develop and expand Centers of Influence (COI) referral network in order to sell company trust products whenever possible through COI referral base. • Work as COI network representative regarding all company financial services. • Assume administrative responsibility for a select group of accounts. • Meet with clients to discuss their needs and the value offered by the firm’s services; to discuss expansion of the client relationship, and to review investment performance. • Achieve annual negotiated performance standards. • Monitor account activity and portfolio mix to ensure that established investment guidelines are consistently met. • Assist colleagues as needed by providing knowledge and insight about various trust topics. |
| Education and Certifications/Licenses: |
Bachelors, Certified/Chartered Financial Planner, None |
| Mandatory Minimum Qualifications: |
• 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. |
| Preferred Qualifications: |
• CFP designation and/or portfolio management experience preferred. • Excellent written and verbal communication skills. • PC literate and ability to make full use a trust system. |
| Benefits: |
Medical/dental/vision; Life Ins; 401k Plan; Extended sick leave; Generous paid vacation and holidays, and much more.
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
Might Consider, Need local with business contacts |
Apply On-line for this Job
(click here): |
You must be registered to apply for jobs on-line. Register now.
If this job is not an exact match you can tell us the details of your dream job and we can notify you when it is available. But you must be registered to do this. Please click here to register now. |
|
