Proactively engage medical doctors and professionals to deepen their banking relationships by offering tailored financial solutions that support their personal and professional financial goals.
Outbound Prospecting: Initiate contact with medical professionals via phone, email, and digital channels to introduce banking products and services.
Relationship Building: Develop trust-based relationships by understanding unique financial needs, including practice financing, wealth management, and student loan refinancing.
Consultative Selling: Present customized banking solutions such as checking, savings, credit lines, loans and financial advisors to assist with investment services.
Pipeline Management: Maintain a robust pipeline of prospects and track interactions using sales management tools.
Collaboration: Work closely with internal teams and financial advisors to deliver holistic financial solutions.
Market Intelligence: Stay informed about trends in the healthcare industry and financial needs of medical professionals.
Compliance & Documentation: Ensure all sales activities comply with banking regulations and internal policies.

High School Diploma or GED or equivalent experience (required)
Bachelor's Degree (preferred)
Experience in outbound sales, preferably in financial services or healthcare-related sectors (required)
Experience working with high-net-worth individuals or professionals (preferred)
FINRA License S6 (required)
FINRA License S63 (required)
FINRA Security Industry Essentials (SIE) (required)
Life and Health Insurance Licenses (required)
Knowledge of banking products and services
Strong interpersonal, communication and time management skills
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support client’s financial wellness goals, leveraging system generated lead lists and professional contacts.
Consultative sales approach
Sales Management (CRM) proficiency
Knowledge of the healthcare industry (preferred)

Eligible to earn incentive compensation which may include production, commission, and/or discretionary incentives.

Healthcare Relationship Manager

Key skills