Job Description
- Develop new clients for Central Trust Company (CTC)
- Work with Regional Manager on marketing and sales strategies
- Make presentations to high net worth individuals & institutions
- Make presentations to boards, community groups and other entities regarding the services offered by CTC
- Open investment accounts, IRAs, trusts, retirement plans, successor trusteeships and all other accounts offered by CTC
- Develop relationships with & referrals from employees at Central Bancompany affiliate banks
- Develop relationships with & referrals from external sources (accountants, attorneys, etc.)
- Monitor & record all referrals received and prepare referral incentive submissions
- Serve as a CTC public relations representative in the community
- Report to CTC Sales Manager on annual sales goals and production as relates to those goals
- Assist Relationship Managers and Portfolio Managers with clients and prospects as needed
- Other duties as assigned
Requirements
- College degree and five years experience in the financial services industry; or professional designation such as CTFA, CFP, etc.
- Seven years experience in the financial services industry; or equivalent combination of education and experience
- Previous sales experience and/or client service experience preferred
- Ability to analyze a great deal of information in a short period of time
- Great deal of initiative to sell and cross-sell trust company and bank products and services
- Ability to work independently to achieve goals
- Excellent communication skills, both verbal and written
- Professional appearance and mannerisms
Position Type
Full Time – Regular
Location
Clayton Trust Office
Work Hours
M-F 8:00 a.m. to 5:00 p.m.
Standard Hours
40