Managing Director Estate amp Business Planning Specialist

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Managing Director, Estate & Business Planning Specialist
The candidate will guide by the firm's philosophy of providing personalized service, the firm Trust Company (FRTC), a division of the bank, provides personal trust services as well as selected custody end business escrow administration. Open architecture concept for investment management of trust accounts provides flexibility to meet each family's unique financial goals. Use this approach, the firm Trust Company works with beneficiaries and other advisors to develop the investment objective of the Trust and then delegates the daily management of the trust portfolio to the firm Investment Management or another third party investment advisor. Learn and deliver specific company supported sales concepts in a manner consistent with industry, company, and customer compliance standards. Generate sales of significant target premium from referrals provided by the firm colleagues and self-sourced centers of influence. Provide both point-of-sale and post-sale support for the firm advisors and clients. Create, maintain, and collaborate with relationships with Relationship Managers, Wealth Managers, Business Bankers, Financial Planners, Wealth Advisors, Regional Managing Directors and Estate and Business Planning Specialists. Provide expertise in the area of personal, business and estate planning. Work with appropriate new business and marketing staff members to recommend appropriate carrier, product and pricing alternatives. Develop and promote customer profile strategies to assist the firm advisors to identify and maximize sales opportunities with current and prospective clients. Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. Adhere to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) adhere to Bank policies and procedures, complete required training, identify and report suspicious activity to the AML Officer, know and verify the identity of any customer(s) that enters into a relationship with the Bank. Series 6, Series 63, Life, Accident & Health licenses, College degree(s) is required. JD, CPA, CLU, ChFC, or CFP; Series 7 and/or Series 24 is preferred. Should have 10+ years of life insurance retail sales and/or wholesaling experience.

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