Occupation:Insurance Sales Representative |
Location:Providence, RI |
Education Level:Associate |
Will Relocate:YES |
Description
Profile: Financial Services professional and Registered Representative with extensive experience in sales and customer relations. Have strong leadership abilities in meeting and exceeding sales goals and excellent customer service skills. While Developing and deepening relationships Santander Bank, East Providence, Rhode Island 2015 - Present Licensed Premier Client Manager * Responsible for the growth and development of an assigned portfolio consisting of the bank's most highly valued clients not being serviced directly by the Retail Network * Acquired and deepened relationships over time by providing exceptional concierge-level customer service, following a prescribed sales process to explore customers' needs, and ultimately recommend appropriate investment, deposit, and credit solutions. * Helped customers meet their financial goals. * Conducted customer phone based appointments and engages in customer conversations following a prescribed sales process designed to effectively uncover customer needs and provide relevant customer service solutions. * Developed and maintained relationships with business partners to increase cross-sell opportunities and achieve sales goals. * Maintained detailed client records, master operational procedures and provide sales and activity results per management's request in a timely and efficient manner. * Maintained required professional training and license requirements (Series 6 & 63), including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. * Managed a portfolio of approximately 1,000-1,500 highly valued customers with responsibility to retain and deepen the relationships, through providing Personalized Concierge Level Customer Service and Proactive Sales Solutions based on customer needs. * Provided subject matter expertise and demonstrates extensive, in-depth knowledge of all of Santander's Bank products, services, policies, and procedures.
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