Regional Account Executive

Trust Point Inc.•Minneapolis, MN

41d•Hybrid

About The Position

Recognized as a "Best Place to Work" for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Regional Account Executive to join our Sales team. As a Regional Account Executive you will work to help deepen relationships with centers of influence and identify new clients in need of our customized wealth and investment management solutions. The Regional Account Executive position provides a base salary with an uncapped commission structure. We also offer a complete line of benefits including pet insurance and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan. ABOUT TRUST POINT INC. For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals. Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. Learn more about our culture here: Trust Point Culture Video Trust Point also supports ongoing learning through employer-paid certifications and relevant continuing education!

Requirements

Bachelor's degree in finance or related field
3-5 years of experience in sales, required
Proven track record of new business development
A high touch, client focused approach
Advanced interpersonal skills, professional demeanor, integrity, and goal-orientated with an entrepreneurial spirit
Excellent written and oral communication/presentation skills.
The ability to work in a team environment alongside highly credentialed staff.
This position requires excellent communication and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

Nice To Haves

2-3 years financial/investment experience, preferred

Responsibilities

Establish, maintain, and improve the relationships between our company, our clients, and our centers of influence.
Participate in industry networking forums and other professional associations.
Develop an in-depth understanding of the services we provide to become an advocate for the needs of clients and prospects.
Prepare and present proposals to current and future clients.
Relationship building to include analyzing and providing the necessary services that are the right fit for our clients.
Establish client development communication plans
Participation in continuing education through internal and external training to stay current in investments, trusts, estate planning, and retirement planning.
Willingness to volunteer and support the local community
Maintain current regulatory and compliance knowledge