Summary Provides sales support to the Investment Specialists by performing the following duties.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Assists Investment Specialist(s) reach assigned HIS sales volume/revenue goals
Contacts existing customers and prospects to schedule appointments and assists customers with paperwork and account information at their home or place of business
Works with bank personnel to increase sales through referral opportunities
Attends scheduled Hancock Bank and HIS sales meetings and events
Creates and maintain client files
Learns to assess customer needs and discuss products offered by HIS
Makes sales with and without the aid of an Investment Specialist
Verifies trades and execute orders
Verifies all the proper forms have been submitted for each type of investment/account
Sets up new accounts
Ensures senior investment specialist has all forms available
Requests all needed supplies through home office
Handles various projects as needed
Other Skills and Abilities
Ability to learn new products and sales techniques
• Ability to learn to understand and communicate all investment products and procedures of the company
• Ability to obtain and maintain life and securities licenses
Daily activities include 25-50 daily outbound sales and prospecting calls.
Persuasive communication skills, base knowledge of external markets and industry knowledge of various broker-dealer firms qualified to distribute the Hancock Horizon Funds
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and/or Experience
Bachelor’s degree or university program certificate; at least four years related experience and/or training; or equivalent combination of education and experience
Experience Required 2 years Sales experience
Ability to communicate effectively orally and in writing using the English language; Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations; Ability to write reports, business correspondence, and procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public
Ability to work with mathematical concepts such as probability and statistical inference and fundamentals of plane and solid geometry and trigonometry; Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
Extensive knowledge of Microsoft Office products including Microsoft Word, Excel, PowerPoint and Access; Ability to learn or knowledge of Outlook email program
Certificates, Licenses, Registrations
National Association of Securities Dealers (NASD) Series 6 or 7 and 63 are required.
License(s) LA/MS Life/Health license
(Preferred to hold licenses when hired, but not required. Must acquire license within 3 months of hire)
This job has no supervisory responsibilities.
To perform the job successfully, an individual should demonstrate the following competencies:
Core Values - Has a high level of commitment to service to all of our customers, both external and internal; Honors others and acts with integrity and ethics; Promotes Hancock Holding Company in safety and financial strength and stability; Exhibits teamwork and the value that no one person is more important than another; Accepts personal responsibility for actions.
Analytical - Collects and researches data; Uses intuition and experience to complement data.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Project Management - Develops project plans; Coordinates projects; Completes projects on time and budget.
Technical Skills - Strives to continuously build knowledge and skills; Shares expertise with others.
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Visionary Leadership - Displays passion and optimism; Inspires respect and trust
Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Accepts feedback from others; Gives appropriate recognition to others.
Managing People - Makes self available to staff; Solicits and applies customer feedback (internal and external); Fosters quality focus in others.
Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
Business Acumen - Understands business implications of decisions; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
Cost Consciousness - Works within approved budget; Contributes to profits and revenue.
Diversity - Shows respect and sensitivity for cultural differences; Promotes a harassment-free environment.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Supports affirmative action and respects diversity.
Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Makes timely decisions.
Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Develops realistic action plans.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness; Monitors own work to ensure quality.
Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
Adaptability - Adapts to changes in the work environment; Able to deal with frequent change, delays, or unexpected events.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Initiative - Volunteers readily; Undertakes self-development activities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk and/or hear with supervisors, managers, directors, other employees, brokers and the general public in person on the telephone. The employee is frequently required to sit. The employee is occasionally required to use hands for fine motor activity such as using a computer mouse, feeling specific items, filing, typing, writing etc. The employee must regularly lift and /or move up to 10 pounds.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
The noise level in the work environment is usually moderate.
Assignment of Duties
NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME.
Hancock Bank - 23 months ago
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