Manages a portfolio of Medical clients. Develops and deepens relationships through proactive financial consulting for all clients. Develops overall client strategy to introduce all appropriate financial solutions and STI specialists to the client to deepen client relationships.
Partners with other STI product specialists, including investments, trust, mortgage, insurance, etc, using a team approach to deliver solutions to clients financial needs and enhance existing relationships.
Acquires new clients through targeted prospecting and strong relationships with clients, referral sources, Centers of Influence and Wealth Strategists.
Adheres to STI client segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business opportunities to the appropriate line of business to ensure clients are in the right delivery channel.
Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.