What are the responsibilities and job description for the Regional Account Executive position at Trust Point Inc.?
EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Regional Account Executive to join our Sales team. As a Regional Account Executive you will work to help deepen relationships with centers of influence and identify new clients in need of our customized wealth and investment management solutions.
The Regional Account Executive position provides a base salary with an uncapped commission structure. We also offer a complete line of benefits including pet insurance and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy.
Learn more about our culture here: Trust Point Culture Video
Trust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!
A DAY IN THE LIFE OF A REGIONAL ACCOUNT EXECUTIVE:
- Establish, maintain, and improve the relationships between our company, our clients, and our centers of influence.
- Participate in industry networking forums and other professional associations.
- Develop an in-depth understanding of the services we provide to become an advocate for the needs of clients and prospects.
- Prepare and present proposals to current and future clients.
- Relationship building to include analyzing and providing the necessary services that are the right fit for our clients.
- Establish client development communication plans
- Participation in continuing education through internal and external training to stay current in investments, trusts, estate planning, and retirement planning.
- Willingness to volunteer and support the local community
- Maintain current regulatory and compliance knowledge
Requirements:
- Bachelor's degree in finance or related field
- 3-5 years of experience in sales, required
- 2-3 years financial/investment experience, preferred
- Proven track record of new business development
- A high touch, client focused approach
- Advanced interpersonal skills, professional demeanor, integrity, and goal-orientated with an entrepreneurial spirit
- Excellent written and oral communication/presentation skills.
- The ability to work in a team environment alongside highly credentialed staff.
This position requires excellent communication and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.