Senior Premier Relationship Manager - Madison

Only for registered members Madison, United States

3 weeks ago

Default job background
Full time $51,800 - $95,900 (USD)

Job summary:

This is a licensed position requiring the SIE Series 6 Series 63 Life and Health. Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies.

  • Uses a consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact.
  • Proactively works with assigned customer portfolio to uncover needs provide solutions and identify additional sales opportunities.


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