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Trust Business Development Officer
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Oklahoma City, OK
JOB DESCRIPTION

Job #: 12128
Title: Trust Business Development Officer
Job Location: Oklahoma City, Oklahoma - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Robust incentive on new business
Employer Will Recruit From: Nationwide
Trust departments, trust companies, Registered Investment Advisory Firms
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Our client seeks to hire a trust/fiduciary sales officer. This is an expanding company with an entrepreneur flair. They are growing through acquisitions and organically. As Trust Business Development Officer, you will participate in a robust, uncapped incentive plan.

JOB DESCRIPTION

As Trust Business Development Officer, you will:

  • Sell trust, investment agencies, foundations, and institutional products to HNW clients ($1 million and above) and businesses.
  • Build rapport with commercial lenders, private bankers, and bank leadership to generate referrals and close business
  • Build a network with the professional community i.e. CPAs, attorneys, to generate sales referrals.
  • Partner with client advisors on non-fiduciary investment accounts.
  • Stay in contact with clients to gain additional business.
  • You will spend 95% of your time in sales.
QUALIFICATIONS

As successful candidate for Trust Business Development Officer, you will have:

  • Proven sales experience selling to high net worth individuals and business.
  • Experience selling trust products preferred. Will consider someone from a Registered Investment Advisor Firm (RIA).
  • Be a team player
  • Do what is best for the client
  • Focus on growing the company
  • Bachelors degree required
  • CTFA, CFP, AIF, JD, CWS etc. are a plus
  • Series 7, 66, Life & Health licenses or be willing to acquired
  • Clean U-4

Education:
University - Bachelor`s Degree/3-4 Year Degree


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