Wealth Strategist – Sales Rep

Role Overview

• Sells bank products and services to individuals focusing on trust and investment management products
• Utilizes business and personal contacts as well as area files to identify prospective clients
• Assumes responsibility for complex and sensitive client and account activities as assigned by manager
• Researches prospects' financial picture and possible needs to determine how to best provide service
• Develops rapport with prospects and arranges meetings to continue the sales process
• Responds to questions, consulting bank partners for additional product/service information when necessary
• Consults with clients and their attorneys on the benefits of estate planning products/services
• Analyzes property/assets and develops alternatives (e.g. creation of living or insurance trusts)
• Consults with clients, their attorneys and other financial advisors to determine the appropriate plan for estate taxes
• Summarizes account assets to determine eligibility, qualifications, and tax classification
• Maintains current in-depth knowledge of a full range of trust-oriented services
• Develops and maintains an understanding of all applicable federal, state, and local laws and regulations pertaining to fiduciary services and estate and tax planning

Requirements

• 5-7 years of trust sales or trust relationship management
• Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning)
• Knowledge of federal, state, and local laws and regulations that apply to personal fiduciary and estate and tax planning services
• Analytical and sales skills to relate individual customer asset situations to specific products
• Interactive skills to comprehend prospect needs and respond with appropriate solutions

Benefits

• Health and welfare benefits (medical, dental, vision, spending accounts and disability)
• Retirement benefits (401k and pension)
• Paid time off
• Parental and caregiver leave
• Life & accident insurance
• Other voluntary and well-being benefits I