Senior Financial Services Manager

3 days ago


San Francisco, California, United States ProTransport-1, LLC Full time

At ProTransport-1, LLC, we are seeking a Senior Financial Services Manager to join our team. This role provides a unique opportunity for individuals who excel in financial planning and management.

About the Role

The Senior Financial Services Manager will be responsible for managing complex investment sales activities, generating appointment activity within assigned territories, and advising customers on suitable investments. Additionally, they will work collaboratively with other relationship managers and sales teams to identify and refer prospects.

Key Responsibilities:
  • Handles complex investment sales activities
  • Calls prospects to generate appointment activity within assigned territory
  • Meets with and advises customers or prospects concerning suitable investments
  • Works in cooperation with other relationship managers or sales people to identify and refer prospects
  • Conducts annual reviews, evaluates changes in financial objectives, and recommends actions to strengthen client relationships
Requirements:
  • 4-6 years experience required; 6-8 years experience preferred
  • Bachelor's Degree required for consideration (or equivalent); Masters preferred
  • Accurate typing, spelling and grammar skills
  • Proficient with applicable computer software
  • Good written and oral communication skills
  • Good organizational and customer service skills
  • Excellent consultative sales and cross-selling skills
  • Relevant certifications
  • Investments and financial planning experience
Estimated Salary Range: $85,000 - $110,000 per yearBenefits:
  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match


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