Communication Skills, Estate Planning, Financial Planning, Investment Services, Meet Sales Quota, Network Administration/Management, Onboarding, Problem Solving Skills, Sales, Sales Management, Team Player, Travel Industry, Wealth Management, Willing to Travel
The Wealth Management Officer role involves developing client relationships to provide financial planning and sell investment and trust services.
Requirements:
- Knowledge of investment, trust, and estate planning
- Understanding of trust administration, tax, and investments
- Strong relationship-building and communication skills
- Excellent problem-solving abilities
- Ability to travel using a company vehicle
- Motivated, self-starter, team player
- Bachelor’s degree and 5+ years sales experience
Responsibilities:- Develop and maintain referral networks to meet sales goals
- Achieve annual sales targets
- Complete onboarding paperwork and participate in sales meetings
The position offers a competitive salary, bonus incentives, and benefits, with opportunities for growth and development.
G
GPAC
Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations.
Our team, with collective experience of over 250 years, is passionate about wh
100 to 499 employees
Staffing/Employment Agencies