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Bank Of America Personal Retirement Sales Desk Specialist - Annuities-529-IRA United States, Florida, Jacksonville 168774562
16.07.2024
Provide advice and guidance to FAs for the personal retirement suite of products. This includes proactive outreach and reactive sales support. Role partners with FA and Retirement Specialist to cover an assigned territory. The role provides education as well as advice and guidance on meeting clients needs for retirement solutions, and also includes a focus on generating new client opportunities and assisting in the revenue development of the territory.
Required Qualifications
- Bachelor’s Degree in Business or related field
- 2-5+ Years experience in the financial industry
- 2+ Years experience working directly with product wholesalers and financial advisors
- 2+ Years experience with retirement and 529 products
- SIE, Series 7 and Series 66 registrations required at time of hire
- Variable Annuity Insurance licensing (or ability to obtain within 120 day)
- Experience conducting presentations
- Experience meeting sales objectives and performing under pressure of meeting deadlines in a high-volume environment
- Understanding of Social Security and Medicare
- Experience selling complex financial products
- Excellent written skills, verbal communication and organizational abilities
- Highly self-motivated
- Ability to work independently and in a team environment
Desired Qualifications:
- Experience using WebEx
- Experience using Salesforce
Skills:
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Relationship Building
- Collaboration
- Presentation Skills
- Prospecting
- Referral Management
- Wealth Planning
- Referral Identification
Bachelors degree strongly preferred
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך
