Include but are not limited to:
Sales- Life & Health / P&C
· Identify opportunities to deliver appropriate commercial, retail, insurance, investment, and financial planning services
· Partner with product specialists in Investments and Insurance to obtain cross-sell opportunities
· Lending and New accounts
· Proactively monitors client affairs and follow through with opportunities identified during discovery and financial planning
· Acts as the client’s trusted advisor and provide them solutions
· Goal oriented
Skills:
- Strong knowledge of banking and financial services
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Detail-oriented with strong organizational skills
Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities, skills, or qualifications associated with the role.
Job Type: Full-time
Pay: $30,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience level:
- 1 year
Physical setting:
- Office
Schedule:
- Monday to Friday
Ability to Commute:
- Greeneville, TN (Preferred)
Work Location: In person