Acquisition, growth, and retention of bank customers
Preferred program customers and mass affluent prospects
Consultative sales and service process
A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects
Job Summary
A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects.
Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Matching Summary
A sales position responsible for the acquisition, growth, and retention of bank customers, with specific focus on our Preferred Program customers and mass affluent prospects.
Skills & Requirements
Must-have
Acquisition, growth, and retention of bank customers
Preferred Program customers and mass affluent prospects
Consultative sales and service process
Retail Consultative Sales process
Financial center team partnership
Nice-to-have
Build deep relationships with customers
Trusted advisor status
Simplify and communicate complex financial concepts
Engaged and inclusive culture
Key Requirements
College degree or equivalent combination of education and experience
Experience in a sales environment
Experience in financial industry
Pass consultative selling skills certification
Series SIE, 6, 63 and insurance licenses required
Series 65 must be obtained within 90 calendar days of hire
Demonstrated ability to build and maintain a revenue-producing book of business