Senior Financial Sales Professional
3 weeks ago
Role Summary
As a key member of our branch sales team, you will contribute to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals. Your primary role will be to establish and deepen investment and primary banking relationships with existing assigned customers as well as customers referred by branch partners.
Key Responsibilities
- Be passionate about financial sales and deliver trusted financial advice to customers regarding complex investment and retirement planning.
- Be results-driven by taking a proactive approach to discovering customers' needs and listening to understand their requirements.
- Conduct comprehensive reviews for assigned customers, including retirement planning, wealth accumulation, and estate planning, utilizing financial planning skills to create customized financial strategies and solutions.
- Be highly engaged, educating customers, providing relevant insights, and expert advice.
- Demonstrate a collaborative approach when dealing with peers, customers, and partners.
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