Job Description
DEPARTMENT: Financial Advisory Group
LOACATION: Jasper, Indiana
CLASSIFICATION: Exempt
REPORTS TO: Financial Advisory Group Manager
SUPERVISES: No supervisory responsibility
JOB SUMMARY: Satisfy client relationships and develop new business
MAJOR DUTIES & RESPONSIBILITIES:
- Grow and maintain deep client relationships and high satisfaction through personal interactions.
- Advocate for clients and prospects; deliver recommendations that encompass multiple products and services as needed.
- Work with internal team to effectively coordinate delivery of an exceptional client experience.
- Development of new business relationships and management of an existing book of business.
- Build relationships with internal and external sales referral partners. Develop and leverage a personal network in the local community.
EDUCATION & EXPERIENCE:
- Bachelor's degree in finance or related field.
- Two to five years of experience in sales preferred.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of investment securities.
- Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
EOE, including disability/vets
Skills
Accountingunmatched
Analysis Skillsunmatched
Business Developmentunmatched
Communication Skillsunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Satisfactionunmatched
Develop and Maintain Customersunmatched
Field Salesunmatched
Financeunmatched
Inside Salesunmatched
Mathematicsunmatched
Partner Salesunmatched
Relationship Managementunmatched
Salesunmatched
Sales Managementunmatched
Securities Investmentsunmatched
Team Lead/Managerunmatched
Team Playerunmatched
Writing Skillsunmatched
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