SB Financial Services Relationship Manager jobs in Pittsfield, MA

SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Sales Manager
  • Spieldenner Financial Group
  • Adams, MA FULL_TIME
  • Spieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.

    Job Duties:

    • Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
    • Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
    • Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
    • Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting

    Qualifications:

    We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn’t everything for this position.

    What We Do:

    • We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation.
    • We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income.
    • We grow : We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community!

    What Sets us Apart:

    We maintain a people-first mentality that starts and ends with our agents. Our unparalleled benefits and connections within the insurance industry ensure that our agents have the resources they need to excel inside and outside of work

    If you feel this might be the home you have been looking for. Click APPLY!

     

    Commissions as a New Agent: This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also have a selection of premium financial products to help people save for retirement or protect their current retirement accounts (e.g. 401k's and IRA's) from losing money in the stock market. We have extensive training on how these products work and how to sell them. In addition to uncapped commission, we have a competitive bonus structure program along with incentive trips agents/managers can qualify for based on their individual and team results.

    ***No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

  • 17 Days Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • VERNON, VT OTHER
  • Additional Information Housekeeping Manager, experinced strongly recommended #URGENTLYHIRING Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laund...
  • 15 Days Ago

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Environmental Services Department Manager
  • Healthcare Services Group, Inc.
  • GREAT BARRINGTON, MA OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 15 Days Ago

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Financial Planning & Analysis Manager
  • Robert Half
  • Northbrook, IL PER_DIEM
  • Robert Half is seeking a FP& A Manager for our well-respected client! The FP& A Manager must have deep analytical capabilities, strong verbal and writing skills, and the ability to multitask and work ...
  • 20 Days Ago

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Financial Planning & Analysis Manager
  • Robert Half
  • South Holland, IL PER_DIEM
  • Lead multi-division planning cycle including the long-range planning process, annual budget, and monthly/quarterly forecasting processes.• Direct the analysis of financial and operational results in t...
  • 7 Days Ago

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Financial Assistance Administrator - Housing Case Manager
  • Southeastern Vermont Community Action (SEVCA)
  • Brattleboro, VT FULL_TIME
  • Financial Assistance Administrator/Housing Case Manager Full Time Southeastern Vermont Community Action (SEVCA), the designated anti-poverty agency for Windham and Windsor counties, is seeking to hire...
  • 17 Days Ago

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0 SB Financial Services Relationship Manager jobs found in Pittsfield, MA area

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Senior Director Finance
  • Pinnacle Search Partners
  • Lee, MA
  • The Senior Director of Finance of this high-growth division is responsible for up-leveling the accounting & finance func...
  • 3/29/2024 12:00:00 AM

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Financial Advisor
  • The Legend Group
  • Albany, NY
  • The Legend Group has a new and exciting opportunity available for Financial Advisors(s) located in Albany, NY. If you ha...
  • 3/29/2024 12:00:00 AM

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Commercial Cost Manager-Financial Services Client
  • CBRE
  • Albany, NY
  • Commercial Cost Manager-Financial Services Client Job ID 156734 Posted 04-Mar-2024 Service line GWS Segment Role type Fu...
  • 3/29/2024 12:00:00 AM

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NY FarmNet Financial Consultant, FarmNet: SC Johnson College of Business - Oneonta, New York
  • Cornell University
  • Albany, NY
  • The SC Johnson College of Business: Leading at the intersection of people, business, and technology, the Cornell SC John...
  • 3/29/2024 12:00:00 AM

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Senior Municipal Financial Analyst (NY HELPS), #151676
  • StateJobsNY
  • Albany, NY
  • Do you want a career with a purpose that provides work/life balance? Apply today to join the Office of the New York Stat...
  • 3/29/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Albany, NY
  • Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized ap...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Albany, NY
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 3/28/2024 12:00:00 AM

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Financial Services Administrative Assistant
  • Trustco
  • Albany, NY
  • EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for ...
  • 3/27/2024 12:00:00 AM

Pittsfield is located at 42°27′N 73°15′W / 42.450°N 73.250°W / 42.450; -73.250 (42.4522, -73.2515). According to the United States Census Bureau, the city has a total area of 42.5 square miles (110.0 km2), of which 40.5 square miles (104.8 km2) is land and 2.0 square miles (5.2 km2), or 4.70%, is water. Pittsfield is bordered by Lanesborough to the north, Dalton to the east, Washington to the southeast, Lenox to the south, Richmond to the southwest, and Hancock to the west. Pittsfield is located 48 miles (77 km) northwest of Springfield, 135 miles (217 km) west of Boston, and 39 miles (63 k...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for SB Financial Services Relationship Manager jobs
$70,271 to $92,409
Pittsfield, Massachusetts area prices
were up 1.6% from a year ago

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