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)
**This is a fully remote position***
Are you ready to enter a rewarding career with an exciting, rapidly growing company? As a Licensed Representative, you will be a driving force in providing exceptional service to our clients. Here’s what you can expect:
Client Education and Support: You’ll be the go-to resource for our clients, helping them navigate our simple sales process. Whether explaining policy options or addressing concerns, your expertise will make a difference.
Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.
Uncapped Commissions: We believe in rewarding hard work. As a Licensed Representative, you’ll have the opportunity to earn uncapped commissions based on your performance. The sky’s the limit!
Best-in-Class Training: We invest in your success. Access top-notch training programs that equip you with the knowledge and skills needed to excel in your role.
Growth Potential: Our supportive environment fosters growth. Whether you aspire to move up the ladder or specialize in a specific area, we’re committed to helping you achieve your career goals.
If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Let’s shape the future together!
Responsibilities:
As a Licensed Representative, you’ll play a pivotal role in our organization. Your day-to-day responsibilities will include:
Needs Analysis and Client Education:
Sales and Application Completion:
Collaboration and Support:
Other Duties:
Growth Opportunities:
Continuous Training:
Clarity and Collaboration:
To thrive in this role, you should possess the following core skills and abilities:
If you identify with the following traits, we encourage you to apply:
Passionate Salesperson:
Entrepreneurial Spirit:
Enthusiasm Spreader:
Ready to shape your future with us? Apply now; let’s make a difference together!
**Checkout my website for more information:
http://primerica.com/e_vthelen**
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