Preferred Relationship Manager
On-siteFort Worth, Texas, United States or Mansfield, Texas, United States
Job Summary
Execute retail strategies to increase Preferred Program households and fulfill customer needs while maintaining an excellent service experience. Build deep relationships with mass affluent prospects by leveraging consultative sales processes and simplifying complex financial concepts. Proactively contact clients through financial center interactions, telemarketing, and community seminars to retain and grow current wealth. Maintain a well-developed product knowledge of the complete line of services and actively participate in huddles to support sales activities. Consistently meet investment sales and referral goals in partnership with the Investment Executive while managing risks and adhering to bank policies. Occasional local and overnight travel is required; this role involves contact with the public.
Required Qualifications
- College degree or equivalent combination of education and experience
- Experience in a sales environment
- Experience in financial industry
- Consultative selling skills certification
- Series SIE license
- Series 6 license
- Series 63 license
- Insurance licenses
- Series 65 license (for external hires, must be obtained within 90 calendar days of hire)
- SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS)
- Ability to present a professional image
- Ability to conduct needs-based assessment of prospective and existing client base
- Ability to engage partners to fulfill client financial needs
- Ability to utilize and promote the Retail Consultative Sales process
- Ability to work closely with internal sales partners
- Ability to work closely with customers to retain and grow current and next generation wealth
- Ability to identify, assess, manage, monitor, and report risks of all types
- Ability to consistently meet or exceed investment sales and referral goals
- Ability to initiate and maintain customer and prospect contact through a variety of methods
- Ability to keep current on activity within business industry and economic environment
- Ability to proactively provide new solutions for current and future financial needs
- Some local travelling
- Ongoing educational requirements as prescribed
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