Commercial Sales Manager

Commercial Sales Manager

Job Description:

Rockland Trust is recruiting for a Commercial Sales Manager in with a strong emphasis on being dynamic and committed to providing excellent service within the Investment Management Group.

The Commercial Sales Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. The Commercial Sales Manager serves as the primary point of contact for clients, understanding their financial objectives and delivering comprehensive tailored solutions to meet all of their financial objectives.

Key Responsibilities:

• Establish and maintain relationships with affluent clients, understanding their financial goals, willingness to take risks, and investment preferences.
• Deliver personalized financial options and recommendations by conducting a thorough analysis of clients' financial backgrounds.
• Coordinate with our internal IMG advisors to delve into financial and retirement planning, investment supervision, personal insurance coverage, trust and estate services, specialized assistance, and premier banking solutions.
• Act as a reliable partner to clients, delivering exceptional service and ensuring that their investment objectives are in harmony with their broader financial objectives.
• Actively search for chances to build and nurture client relationships, grow assets under management, and generate new business through referrals and networking.
• Stay updated on industry trends, regulatory reforms, and market fluctuations, and inform clients of relevant information.
• Handling the everyday administration of accounts, which involve investment management portfolios, revocable and irrevocable trusts, and estates.
• Ensure compliance with regulatory mandates and internal policies by maintaining accurate records of client interactions, investment decisions, and retirement planning goals.

Required Skills and Experience:

• Candidates must possess a Bachelor's degree in Arts or Science, with a Master's degree being highly regarded.
• Candidates should have a minimum of 5-10 years of experience in the financial services industry or a related field, with specific expertise in trust administration, portfolio management, financial planning, and estate settlement.
• Demonstrated ability in building and overseeing client affiliations.
• Assurance of commitment to serving as a fiduciary in wealth management.
• Thorough knowledge of financial markets, investment tools, and wealth management principles, with the aptitude to explain complex financial concepts to clients in a manner that is clear and to the point.
• Demonstrating aptitude in interpersonal communication to connect with clients, comprehend their needs, and offer tailored investment recommendations and solutions.
• Demonstrated knack for operating efficiently in a high-speed, constantly changing setting, with a commitment to delivering exceptional customer service and propelling business achievements.
• Ideal qualifications consist of trust certifications, participation in Trust Schools, legal education, and a CFP designation.

Benefits:

We are dedicated to offering our partners a truly generous benefits package. Our focus is on providing colleagues with a comprehensive benefits package and fostering an environment that supports a harmonious work-life balance.

• Offering competitive remuneration alongside performance-driven incentives
• Extensive health insurance coverage provides a comprehensive safety net for individuals seeking healthcare assistance
• Dental Insurance plans
• Participants in both a 401(k) and a Defined Contribution (DC) Retirement Plan have the flexibility to choose how to allocate their contributions
• The purpose of both LTD and Life Insurance is to mitigate the financial impact of unexpected events and help policyholders maintain their quality of life
• The purpose of daycare reimbursement programs is to assist individuals in meeting the costs of childcare services
• Financial support is extended for tuition expenses in graduate and undergraduate programs
• Award-winning Wellness Program
• Initiatives centered on achieving equilibrium between work demands and personal activities, paired with customizable benefits offerings

About:

At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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