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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
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