SB Financial Services Relationship Manager jobs in Danbury, CT
SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added SB Financial Services Relationship Manager jobs
- Bankers Life
-
Danbury, CT
FULL_TIME
-
Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning
As a Bankers Life Financial Services Professional Expect To:
- Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
- Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
- Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
- Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives while generating a passive income stream.
How Bankers Life will provide support:
- Flexible in-office schedules once you complete your agent training and take off as a producing agent.
- Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
- Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
- Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning.
What makes a great Financial Services Professional?
- Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
- Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
- Strong relationship building and communication skills will bond you with clients and colleagues.
- Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join our team of Financial Professionals!
About us:
With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.
Compensation & Benefits:
- Commission structure designed to grow with you
- Diverse and flexible income portfolio and Bonus programs
- Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- Retirement Savings Program
Note: Applicants must reside in the state of position to be considered
- 21 Days Ago
- Danbury, CT-Visual Assistant Manager
-
Danbury, CT
FULL_TIME
- Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of Montreal's Top Employers 2020 and as one of Canada’s Top em...
- Just Posted
- Christina Schiavo - State Farm Agent
-
BROOKFIELD, CT
FULL_TIME
- Position Overview State Farm Insurance Agent located in BROOKFIELD, CT is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Christina Schiavo - Stat...
- 1 Day Ago
- Buffalo Wild Wings
-
Danbury, CT
FULL_TIME
- Food Service Manager Responsibilities: Recruiting, training, and managing food service employees. Scheduling employee work hours to ensure that all shifts are adequately covered. Maintaining employmen...
- 15 Days Ago
- Clinical Management Consultants
-
Danbury, CT
FULL_TIME
- An award-winning teaching hospital located in central Connecticut is currently searching for an experienced Nurse Manager Operating Room to join their award-winning healthcare team. This fully accredi...
- Just Posted
- Guardian Veterinary Specialists
-
Brewster, NY
FULL_TIME
- Are you searching for a different veterinary hospital experience than that of other hospitals? Guardian Veterinary Specialists is a privately-owned, 29,000 sq. ft., 24-hour emergency and specialty hos...
- 6 Days Ago
- Current Active Filter
- Danbury, CT
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 SB Financial Services Relationship Manager jobs found in Danbury, CT area
- Bankers Life
-
Danbury, CT
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/24/2024 12:00:00 AM
- BlueTriton Brands
-
Stamford, CT
- This is a Hybrid Position with Three Days Onsite and Two Days Remote!!! BlueTriton is a leading provider of spring and p...
- 4/24/2024 12:00:00 AM
- Department Of The Treasury
-
Danbury, CT
- DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION?A description of the business units can be found at: https://www....
- 4/24/2024 12:00:00 AM
- Creative Financial Staffing
-
Stamford, CT
- Director of FinanceCFS is partnering with a local Higher Education Organization to identify their next Director of Finan...
- 4/24/2024 12:00:00 AM
- Wilton Re
-
Norwalk, CT
- Position Summary: Wilton Re Services, Inc. is looking for an Assistant Vice President (AVP) of Operations that can apply...
- 4/23/2024 12:00:00 AM
- iCapital
-
Greenwich, CT
- iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed h...
- 4/23/2024 12:00:00 AM
- Tiaa
-
Stamford, CT
- Portfolio ManagerThe Portfolio Manager works to optimize the investment performance of client portfolios by selecting as...
- 4/23/2024 12:00:00 AM
- Department Of The Treasury
-
Danbury, CT
- Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
- 4/22/2024 12:00:00 AM
About Danbury, Connecticut
were up 1.7% from a year ago