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)
Location: Remote (Virtual Work From Home)
Hours: Flexible Hours, Full Time Only
About Us: InsuraTec Services Group is a leading provider of financial services and insurance solutions. We are dedicated to helping individuals and families secure their financial future through a client-focused approach. Our company values transparency, integrity, diversity, and relentlessness in providing top-notch services to our clients.
Job Description: Are you a self-motivated and driven individual looking for an opportunity to work from the comfort of your home while maintaining a healthy work-life balance? If so, InsuraTec Services Group has an exciting opportunity for you! We are seeking Remote Client Sales Relationship Specialists to join our dynamic team.
Responsibilities:
Qualifications:
Why Join Us:
How to Apply: If you are a self-motivated, client-focused individual looking to start a career in insurance sales, please apply today.
Join InsuraTec Services Group and embark on a rewarding journey in the financial services and insurance sector!
Note: This position is commission-only, and applicants must be willing to obtain the necessary insurance license. InsuraTec Services Group is an equal opportunity employer committed to diversity and inclusion.
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