Onsite Territory Sales Manager

Posted 17 hours ago

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About the role

  • Territory Sales Manager leading business development activities for NBT Bank in investment and insurance management. Responsible for achieving both individual and team production goals.

Responsibilities

  • Provides leadership and directs the activities of business development team within a specific market area delivering investment management and risk (insurance) management.
  • Responsible for achieving team production goals as well as individual production goals as assigned.
  • Provides direction, training and coaching to assure goals are met and overall development of team's skills and book of business continues.
  • Meets regularly with assigned Financial Consultants to discuss sales ideas, referral opportunites, sales efforts, current investment climate, customer insights and results.
  • Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.
  • Develops and executes individual business plan to meet sales goals. Monitors client investment performance and makes appropriate recommendations.
  • Maintains minimum assigned level of production consistent with individual or team goals.
  • Sets goals for team members and evaluates individual performance.
  • Participates in recruiting and hiring of new team members and takes leadership role in training and development of new team members.
  • Cultivates and fosters proactive relationships with staff of assigned markets with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.
  • Other duties as required.

Requirements

  • Bachelors Degree or equivalent education and experience
  • Minimum 2-3 years investment and insurance sales experience required
  • Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations.
  • Strong communication and PC skills.
  • Unblemished compliance record.
  • Demonstrated team player and high quality service provider.
  • FINRA Series 6 & 63 or 66 and State Required Life, Accident and Health, Licenses.
  • Series 7 and Series 24 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days.

Benefits

  • Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
  • Parental Leave : Six weeks of paid leave at 100% of your salary.
  • Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage : Ensuring your overall health and well-being.
  • Flexible Spending Accounts : For healthcare and dependent care expenses.
  • Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
  • Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary Benefits : Including hospital, accident, and critical illness coverage.
  • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
  • Adoption Assistance : Supporting your growing family.
  • Tuition Reimbursement : Invest in your education and career growth.
  • Employee Assistance Program (EAP) : Access to support and resources.
  • Pet Insurance : For all your furry friends.
  • Financial and Banking Services : Various banking services benefits and financial planning assistance.

Job title

Territory Sales Manager

Job type

Experience level

JuniorMid level

Salary

$70,000 - $430,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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