Top 1 Business development manager ii Jobs in Glen Mills Pa

Business Development - Sales Executive II
Kestra Financial —Wilmington, DE
- Full-time
- Mid-level
- 3 years
- Analysis skills
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Business Development - Sales Executive II

Kestra Financial -
Wilmington, DE

Quick Apply

Job Details

Full-time

Qualifications

Managing customer accounts
High-end sales
Account management
Estate planning

Full Job Description

Lead with Purpose. Partner with Impact.
As a Sales Executive you will be accountable for profitable new personal trust business. This includes building and maintaining key relationships with our wire-house Alliance Partners as well as cultivating new relationships in the RIA channel. The Sales Executive reports to the Sales Manager.

What you’ll Do:

Identify potential leads with our partners that fit within our product offering and appetite for both legal and investment risk
Increase the firm’s profitability by cultivating new business relationships and following up on all sales leads and calls
Grow existing accounts to full potential and generate maximum revenue on a long-term basis
Conduct new business presentations with financial advisors, partner financial services firms and clients
Act as an “advisor” for the trust and investment needs of individual customers Identifies and generates new business; develops and delivers sales presentations primarily through third-party financial advisor referrals.
Review Trust Documents, negotiate agreements and fee schedules
Develops client relationships including but not limited to sales leads, research, cold calling, qualifying leads, developing leads, and customer service.
Develops sales documentation including but not limited to spreadsheets, correspondence, sales proposals, presentations, and internal paperwork for new customer proposals and presentations.
Develops and implements a sales action plan with objectives and strategies to increase revenue and aggressively acquire new accounts.
Develops an effective sales presentation that is continually tested and used in the field.
Develops and implements a plan for closing business and maintaining long-term customer relationships.
Seeks/creates opportunities to expand business with current clients; identifies further business needs and develops and presents solutions.
Grows existing accounts to full potential and generates maximum revenue on a long-term basis.
Develops, implements, and maintains procedures that enhance the efficiency of the business development team.
Attends conventions, conferences, and trade shows as needed; prepares post-event reports and analysis.

What You Bring:

Bachelor's degree in business administration or equivalent.
Advanced Degree preferred
3 – 5 years financial industry sales experience in Legal, Financial Services and/or trust services
Knowledge of types of trusts and estate planning strategies is required
Possesses effective and proven sales experience.
Strong consultative sales skills, especially to high net worth individuals and their advisors.
Proven leadership and business acumen skills.
Well-developed negotiation, project and account management skills.
Good judgment with the ability to make timely and sound decisions.
Creative, flexible, and innovative team player.
Commitment to excellence and high standards.
Ability to work with all levels of management.
Strong organizational, problem-solving, and analytical skills.
Excellent written and verbal communication skills.
Demonstrated ability to make successful presentations to individuals and/or groups at all levels of an organization
Ability to work independently and as a member of various teams and committees.
Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
Proven ability to handle multiple projects and meet deadlines
Strong interpersonal skillsVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
JD, CFP, CTFA preferred.

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Business Development - Sales Executive II

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