Position Title: Financial Adviser Investment Product and Trust
Location : Tinley Park, IL (Chicago South Suburbs)
Relocation Assistance: No
Permanent: Yes-full time
We need someone with experience representing investment products and trust for a bank in the Chicago area and networking with Attorneys, CPAs and other centers of influence.
Generate sales revenue for the Trust by focusing majority of daily
activities on outside calling to attorneys, CPAs and Investment Consultants.
.Generate sales revenue for the Trust by focusing majority of daily
activities on outside calling to attorney, CPA's 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
.Work with Trust Sales Manager to develop sales strategies to attract new Trust Clients and to expand existing Trust relationships
.Develop and expand Center of Influence referral network to sell Trust
products to COI client base.
.Act as representative for all banking services with Center of Influence
.Assume administrative responsibility for a selected group of accounts.
.Meet with clients for the purpose of discussing their needs and benefits of
our services, expand client relationships, and review investment performance
Base Salary plus commission.
Requirements REQUIRED EDUCATION, EXPERIENCE AND SKILLS:
.Bachelor's degree or equivalent work experience required
.7-10 years previous sales and client relationship management experience in
the financial services industry
.Excellent written and verbal communication skills required
.Strong sales and networking skills required
.PC literate and knowledge of Metavante Trust system required
.Knowledge in the areas of Personal Trust, Employee Benefit and Investment
PcHiring Consultant - 4 years ago