Healthcare Relationship Manager

KeyBank • Glastonbury, CT

1d • $30 - $46 • Hybrid

About The Position

Proactively engage medical doctors and professionals to deepen their banking relationships by offering tailored financial solutions that support their personal and professional financial goals.

Requirements

• High School Diploma or GED or equivalent experience (required)
• Experience in outbound sales, preferably in financial services or healthcare-related sectors (required)
• FINRA License S6 (required)
• FINRA License S63 (required)
• FINRA Security Industry Essentials (SIE) (required)
• Life and Health Insurance Licenses (required)
• Knowledge of banking products and services
• Strong interpersonal, communication and time management skills
• Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support client’s financial wellness goals, leveraging system generated lead lists and professional contacts.
• Consultative sales approach
• Sales Management (CRM) proficiency
• Ability to occasionally operate a motor vehicle with a valid driver's license.

Nice To Haves

• Bachelor's Degree (preferred)
• Experience working with high-net-worth individuals or professionals (preferred)
• Knowledge of the healthcare industry (preferred)

Responsibilities

• Outbound Prospecting: Initiate contact with medical professionals via phone, email, and digital channels to introduce banking products and services.
• Relationship Building: Develop trust-based relationships by understanding unique financial needs, including practice financing, wealth management, and student loan refinancing.
• Consultative Selling: Present customized banking solutions such as checking, savings, credit lines, loans and financial advisors to assist with investment services
• Pipeline Management: Maintain a robust pipeline of prospects and track interactions using sales management tools.
• Collaboration: Work closely with internal teams and financial advisors to deliver holistic financial solutions.
• Market Intelligence: Stay informed about trends in the healthcare industry and financial needs of medical professionals.
• Compliance & Documentation: Ensure all sales activities comply with banking regulations and internal policies.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Benefits

• This position is eligible to earn a base hourly rate in the range of $30.29 - $46.15 per hour.
• Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location.
• Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
• Please click here for a list of benefits for which this position is eligible.
• Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED