Regional Account Executive – TrustPoint Inc

The Regional Account Executive is responsible for deepening current client relationships and identifying new high net worth clients in need of our customized wealth and investment management solutions.

Responsibilities:

  • In-depth understanding of services we provide in order to advocate the needs of clients and prospects.
  • In-depth understanding of services we provide in order to advocate the needs of clients and prospects.
  • Continual knowledge maintenance in order to provide our clients and prospects with the most up-to-date information.
  • Ability to effectively network with centers of influence & internal partners to maximize new business sourcing opportunities.
  • Active participation in community activities to enhance your image and the position of the company.
  • Ability to work with our current staff to help build and grow your book of business

Qualifications:

  • 7 – 10 Years Financial Services Experience
  • Bachelors Degree in Finance or other Business Domain
  • A proven track record in sales and new business development
  • A high touch, client focused approach
  • Advanced interpersonal skills, professional demeanor, integrity, and goal-orientated with an entrepreneurial spirit
  • Excellent written and oral communication/presentation skills.
  • The ability to work in a team environment alongside highly credentialed staff.
  • Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint & Outlook), required.
  • CFP, CPA, or CTFA, desired

Benefits:

  • Base salary + uncapped commissions
  • Open and supportive team-based environment.
  • On-site workout facility
  • Paid time off & paid holidays
  • Full medical & dental benefits
  • Company paid life & long term disability insurance
  • 401(k) plan with company match
  • Pet Insurance
  • Identity Protection Coverage
  • Accident, Critical Illness & Cancer insurance

For more information or to apply please visit: https://trustpointinc.applicantpro.com