- Source new business by building relationships with and calling on prospects, referral sources and centers of influence to facilitate new business in the areas of personal wealth management, endowment and foundation services, family office clients and retirement plans.
- Represent Greenleaf Trust at community and charitable functions, financial planning or estate planning functions and social events.
- Develop and maintain a network of attorneys, accountants, and other advisors to facilitate referrals.
- Provide continuous support to new clients throughout the account transfer process.
- Transfer relationship to Client Centric Team in a manner as to assure smooth transition for the client, maintaining availability to answer questions or provide information during the process and for a sufficient period afterwards to ensure a positive relationship.
- Actively participate in sales team meetings.
- Actively participate in event-driven marketing activities including planning, execution, and post event follow-up.
- Represent Greenleaf Trust in the community and through local Board of Director representation.
- Work effectively and supportively with Operations Division team members to ensure the smooth opening of new account relationships.
- Work closely with Client Centric Team (CCT) members to support client needs.
- Assist with seminar content development in areas of expertise.
- Ensure thorough tracking of prospect, COI and client communications in CRM system.
- Participate in continuing education opportunities in wealth management, estate planning, tax, and retirement areas to remain current with new developments in the industry.
- Actively participate in assigned workgroup(s) for various projects.
- Employees are required to comply with all information and physical security policies and procedures
- Recurring training on information and physical security policies will be provided throughout your period of employment. Participation in these trainings is required.
- Bachelor's degree and a minimum 5 years' experience selling financial services or related intangible products or equivalent education and experience required
- JD, CFP and/or CTFA beneficial, but not necessary
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Business Development Officer - Traverse City, United States - Greenleaf Trust
Description
Job Description
Job DescriptionWhat's This Job All About?
The Business Development officer will be responsible for originating new business within an assigned geographic area to facilitate the continued growth of the company. This individual will promote Greenleaf Trust's visibility through participation in community events and organizations.
What You'll Be Doing
NEW BUSINESS DEVELOPMENT
SUPPORT GREENLEAF TEAM MEMBERS
CONTINUING EDUCATION
COMMITTEES
All other duties as assigned
Security ResponsibilitiesWhat You Need for this Position:
