DEPARTMENT: Financial Advisory Group

LOACATION: Jasper, Indiana

CLASSIFICATION: Exempt

REPORTS TO: Financial Advisory Group Manager

SUPERVISES: No supervisory responsibility

JOB SUMMARY: Satisfy client relationships and develop new business

MAJOR DUTIES & RESPONSIBILITIES:

• Grow and maintain deep client relationships and high satisfaction through personal interactions.
• Advocate for clients and prospects; deliver recommendations that encompass multiple products and services as needed.
• Work with internal team to effectively coordinate delivery of an exceptional client experience.
• Development of new business relationships and management of an existing book of business.
• Build relationships with internal and external sales referral partners. Develop and leverage a personal network in the local community.

EDUCATION & EXPERIENCE:

• Bachelor's degree in finance or related field.
• Two to five years of experience in sales preferred.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Knowledge of investment securities.
• Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.

EOE, including disability/vets