Skills:Licenses 6/63 fully licensed required, 7 (+), Well Focus Management, Banking Industry experienceThe client is looking for Fully Licensed Securities 6 and 63 required, 7 ispreferred and Insurance Licenses active for their state Life and Health.Candidates should have a wealth focus and management experience, Retailbank Branch Management experience is also highly recommended.
Impact on the Business · Support and drive business development activities and source new high value premium and business customers (time allocation to direct sales varies depending on branch size/newness) · Expand market/opportunity beyond individual branch footprint, utilization of technology and local ‘Right To Win’ opportunities · Ensure branch meets and exceeds established sales and revenue goals through robust activity management, while keeping expenses minimized. Manage branch profitability · Ensure consistency of the merchandising and overall appearance and delivery of branch services for assigned branch. Ensure operational integrity, expense control and minimized errors and losses (direct accountability lies with Branch Service)
Customers / Stakeholders
· Enhance brand awareness through participation in boards, community organizations, etc. that have connectivity to client’s target market · Ensure holistic conversations with current and prospective consumer and commercial customers around their financial needs and aspirationsRole as broker-dealer Registered Representative
· Assist in coaching and mentoring of other Series 6 and Insurance qualified sales representatives, including encouraging customer meetings, performance of needs assessment and other sales activities consistent with the level of licensing · Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives of client through proper customer profiling and needs-based selling · Conduct needs assessment with current and potential Company customers and recommend appropriate investment and insurance products to meet individual needs, based on objectives, risk tolerance and proper asset allocations · Sell appropriate core financial service products, including investment and insurance products, to meet customer needs while developing and expanding account relationships · Ensure adherence to established investment and insurance product set and selling limitations · Comply with Company Nondeposit Investment Product policies and procedures, including the requirements of the Interagency Statement on Retail Sales of Nondeposit Investment Products. Unless otherwise assigned on an individual basis in writing, role does not include management and supervision of investment and insurance activities and sales, which lies within the brokerage business and supervisory structure of client., as determined by its senior management.Leadership & Teamwork
· Contribute, manage and coach personnel to drive sales results, contribute to achievement of the operating plan and transform the Company to a leading financial service provider. Maximize the effectiveness of the defined distribution network · Lead, drive and contribute to branch activities to achieve maximum growth and profitability targets for the sale of financial services across all segments ensuring full utilization of the customer management system. Ensure activities are consistent across segments within the branch and provision of superior customer service. Ensure adherence to established customer interaction standards for every transaction · Lead, participate and coach sales and service initiatives to increase the Company’s market share and deepen relationships across all current and potential traditional and non-traditional delivery channels · Establish and develop a community presence through the implementation of call programs and active participation in industry associations and community organizations, including appropriate level of employee participation · Ensure employee engagement throughout and across entire branch team · Ensure collaboration with all business partners to engage holistically and ensure team based approach to providing needs based financial solutions to customers For consideration please include job # 181
please reply to job6702@gmail.com