Fiduciary Sales Officer

4 weeks ago


Youngsville, United States First Citizens Bank Full time

Overview:

This position identifies and solicits new fiduciary business for Wealth Management. Develops new fiduciary business through direct prospecting efforts, client referrals, and other marketing techniques. Provides expert planning and advice to prospects and their representatives. Cultivates strategic partnerships within centers of influence to generate sales opportunities and leverage referrals. Maintains a strong knowledge of the Bank's offered fiduciary products and services in order to meet the fiduciary needs of high net worth prospects.

Responsibilities:
  • Sales - Develops new fiduciary business through a variety of sales and marketing techniques. Establishes relationships with attorneys, certified public accountants, and investment banking and brokerage clients in order to generate referred business. Develops and distributes marketing materials related to the fiduciary business lines. Provides expert advice and personalized business plans to achieve the fiduciary needs of high net worth prospects.
  • Collaboration - Works closely with clients, their representatives, and internal partners during the estate planning process. Coordinates aspects of service across team to provide additional support as needed and ensure a satisfactory client experience.
  • Relationship Development - Develops strong relationships with clients and prospects to meet or exceed production goals. Leverages client relationships for referrals and other business opportunities. Fosters effective partnerships with bank stakeholders to support the fiduciary business lines.
  • Product Expertise - Maintains a strong knowledge of the Bank's offered fiduciary products and services in order to appropriately address client needs. May possess additional knowledge of estate and tax planning, wealth transfer, asset management needs, and related areas.
Qualifications:
  • Bachelor's Degree and 8 years of experience in Fiduciary administration sales OR High School Diploma or GED and 12 years of experience in Fiduciary administration sales
  • Preferred qualifications: Juris Doctore (JD) or Doctor of Law degree


  • Youngsville, United States LaSonja Dunbar Insurance Agency Full time

    Job DescriptionJob DescriptionCome join a great company! Horace Mann Teachers Insurance Company is currently seeking a talented and motivated Auto and Home License Producer to join our inside sales team, focusing on providing exceptional service to our current customers.At Horace Mann, we understand the importance of insuring the educational community. As an...


  • Youngsville, United States First Citizens Bank Full time

    Overview: This position is responsible for building full relationships with mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning...


  • Youngsville, United States Trimm Inc. Full time

    Job DescriptionJob DescriptionBenefits:401(k)401(k) matchingCompetitive salaryDental insuranceHealth insurancePaid time offProfit sharingTuition assistanceVision insurance Attention seasoned sales professionals! We are searching for an experienced Senior National Accounts Manager to maintain and expand our customer base by providing power distribution...


  • Youngsville, United States Find Great People | FGP Full time

    If you are aMaterials Engineer OR a Product Applications Engineer ORa Material Science graduate witha Bachelors Degree and3D modeling software experience for manufacturing systems (especially steam or hydronic systems), consider applying for this position, which offers a tuition reimbursement program!DescriptionReview existing products and systems to ensure...


  • Youngsville, United States Find Great People | FGP Full time

    If you are aMaterials Engineer OR a Product Applications Engineer ORa Material Science graduate witha Bachelors Degree and3D modeling software experience for manufacturing systems (especially steam or hydronic systems), consider applying for this position, which offers a tuition reimbursement program!DescriptionReview existing products and systems to ensure...


  • Youngsville, United States Huff Consulting Full time

    Job Description:Landscape Business DeveloperQualifications4-5 years of Landscape Sales experienceExperience managing multiple projects and being able to multi-task in a large territoryProficient with computer software programs including MS Office suite (Word, Excel, Outlook, and PowerPoint)Highly competitive, positive, and results-driven salespersonExcellent...


  • Youngsville, United States Food Lion Full time

    Address: USA-NC-Youngsville-1160 Us 1 North Store Code: Store 02686 Front End (7236637) Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates serve more than 10 million customers a week across 10 Southeastern and Mid-Atlantic states.PRIMARY PURPOSETo provide fast,...


  • Youngsville, United States Huff Consulting Full time

    Job DescriptionJob DescriptionLandscape Business DeveloperQualifications4-5 years of Landscape Sales experienceExperience managing multiple projects and being able to multi-task in a large territoryProficient with computer software programs including MS Office suite (Word, Excel, Outlook, and PowerPoint)Highly competitive, positive, and results-driven...


  • Youngsville, United States Huff Consulting Full time

    Job Description: Landscape Business Developer Qualifications 4-5 years of Landscape Sales experience Experience managing multiple projects and being able to multi-task in a large territory Proficient with computer software programs including MS Office suite (Word, Excel, Outlook, and PowerPoint) Highly competitive, positive, and results-driven salesperson...


  • Youngsville, United States Huff Consulting Full time

    Job DescriptionJob DescriptionLandscape Business DeveloperQualifications4-5 years of Landscape Sales experienceExperience managing multiple projects and being able to multi-task in a large territoryProficient with computer software programs including MS Office suite (Word, Excel, Outlook, and PowerPoint)Highly competitive, positive, and results-driven...


  • Youngsville, United States Huff Consulting Full time

    Job Description: Landscape Business Developer Qualifications 4-5 years of Landscape Sales experience Experience managing multiple projects and being able to multi-task in a large territory Proficient with computer software programs including MS Office suite (Word, Excel, Outlook, and PowerPoint) Highly competitive, positive, and results-driven salesperson...


  • Youngsville, United States Huff Consulting Full time

    Job DescriptionJob DescriptionLandscape Business DeveloperQualifications4-5 years of Landscape Sales experienceExperience managing multiple projects and being able to multi-task in a large territoryProficient with computer software programs including MS Office suite (Word, Excel, Outlook, and PowerPoint)Highly competitive, positive, and results-driven...


  • Youngsville, United States Huff Consulting Full time

    Landscape Business Developer Find out if this opportunity is a good fit by reading all of the information that follows below.Qualifications4-5 years of Landscape Sales experienceExperience managing multiple projects and being able to multi-task in a large territoryProficient with computer software programs including MS Office suite (Word, Excel, Outlook, and...


  • Youngsville, United States NC Turf Care Full time

    Job DescriptionJob Description  Landscape Manager Sales Create schedule of approved work  Communicate date of install to customer and  NCTC staffCommunicate with NCTC personnel involving the project about any info/concerns related to jobAssisting with quoting, job needs or meeting on site for pricing/quoting assistanceAssist team members and double...

  • Assembly Welder

    5 days ago


    Youngsville, United States CaptiveAire Full time

    **$1,000 Signing Bonus**Join the CaptiveAire team!Company Profile: CaptiveAire is the nation's leading manufacturer of commercial kitchen ventilation systems, and now provides a complete solution of fans, heaters, duct work, and HVAC equipment. For over 40 years, we've led the industry with innovative technologies, unmatched service, competitive pricing, and...

  • Maids

    4 weeks ago


    Youngsville, United States Merry Maids Full time

    Benefits: * Bonus based on performance * Company car * Dental insurance * Flexible schedule * Free uniforms * Opportunity for advancement * Paid time off * Vision insurance Are you tired of retail and fast food hours? Sick of getting called in on your days off? Over feeling like you are "just another body" and not really valued? Want to earn amazing...

  • Wealth Advisor

    1 month ago


    Youngsville, United States Gpac Full time

    Wealth Advisor "I don't predict the future, but as your Wealth Advisor, I can certainly help you financially prepare for a surprise unicorn or two. Ready for the unexpected?" Why join us?Are you intrigued by the prospect of becoming part of a gratifying, lively, enjoyable, and family-oriented organization where your professional growth is swift, and your...

  • Safety Engineer

    1 month ago


    Youngsville, United States CaptiveAire Full time

    Company Profile: CaptiveAire is the nation's leading manufacturer of commercial kitchen ventilation systems, and now provides a complete solution of fans, heaters, ductwork and HVAC equipment. For over 40 years, we've led the industry with innovative technologies, unmatched service, competitive pricing, and rapid lead times. CaptiveAire maintains a network...

  • Maids

    1 month ago


    Youngsville, United States Merry Maids Full time

    Benefits: Bonus based on performance Company car Dental insurance Flexible schedule Free uniforms Opportunity for advancement Paid time off Vision insurance Are you tired of retail and fast food hours? Sick of getting called in on your days off? Over feeling like you are "just another body" and not really valued? Want to earn amazing bonuses based on your...

  • Maids

    3 weeks ago


    Youngsville, United States Merry Maids Full time

    Benefits: Bonus based on performance Company car Dental insurance Flexible schedule Free uniforms Opportunity for advancement Paid time off Vision insurance Are you tired of retail and fast food hours? Sick of getting called in on your days off? Over feeling like you are "just another body" and not really valued? Want to earn amazing bonuses based on your...