| Location: |
IL-Naperville South of Chicago
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 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. |
| 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 use a trust system unaided. |
| 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: |
No |
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