Preferred Relationship Manager
On-site · Orlando, Florida, United States or Kissimmee, Florida, United States
Job Summary
Sales-focused Relationship Manager role in banking focused on the acquisition, growth, and retention of Preferred Program households and mass affluent clients. Build deep relationships with customers to earn trusted-advisor status by leveraging consultative sales and service processes, delivering needs-based financial solutions, and partnering with the financial center team to drive referrals and support investment and insurance needs. Maintain knowledge of the full line of products, meet or exceed referral goals, participate in seminars and community events, and ensure compliance with risk and regulatory requirements while providing a high-quality customer experience. Travel is possible as the role may involve local travel between financial centers.
Required Qualifications
- College degree or equivalent combination of education and experience required
- Series SIE, 6, 63 and insurance licenses required
- For external hires, the Series 65 must be obtained within 90 calendar days of hire with a maximum of two attempts within the 90 calendar day period
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.