$80K — $100K *
ABOUT THE JOB (JOB BRIEF):
Focuses on acquisition of new clients and expanding share of wallet of existing client portfolio of businesses with annual sales from $3 to $25 million. Utilizes a robust network of local centers of influence in the market that can be leveraged into profitable relationships. Maintains strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience. Working as the trust advisor, manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring cross- marketing opportunities. Researches and fully understands competitors - strengths/weaknesses and product offerings/pricing.
ESSENTIAL JOB FUNCTIONS:
Maintains an in- depth knowledge of products and services as well a
Valid through: 7/16/2020