Territory Sales Manager

NBT Bancorp•Burlington, VT

12h

About The Position

This role involves providing leadership and directing the activities of a business development team within a specific market area. The primary focus is on delivering investment management and risk (insurance) management solutions. The manager is responsible for achieving both team production goals and individual production goals as assigned.

Requirements

Bachelors Degree or equivalent education and experience.
Minimum 2-3 years investment and insurance sales experience required.
Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations.
Strong communication and PC skills.
Unblemished compliance record.
Demonstrated team player and high quality service provider.
FINRA Series 6 & 63 or 66 and State Required Life, Accident and Health, Licenses.
If not Series 7 licensed, FC will be required to obtain license within 90 days.

Nice To Haves

Series 7 and Series 24 preferred.

Responsibilities

Provides direction, training and coaching to assure goals are met and overall development of team's skills and book of business continues.
Meets regularly with assigned Financial Consultants to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.
Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.
Develops and executes individual business plan to meet sales goals.
Monitors client investment performance and makes appropriate recommendations.
Maintains minimum assigned level of production consistent with individual or team goals.
Sets goals for team members and evaluates individual performance.
Participates in recruiting and hiring of new team members and takes leadership role in training and development of new team members.
Cultivates and fosters proactive relationships with staff of assigned markets with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.
Other duties as required.

Benefits

Generous Paid Time Off : At least 22 days annually, prorated in the year of hire (Full-Time Employees).
Parental Leave : Six weeks of paid leave at 100% of your salary (Full-Time Employees and Part-Time Employees Working 20+ Hours/Week).
Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants (Full-Time Employees and Part-Time Employees Working 20+ Hours/Week).
Dental and Vision Coverage : Ensuring your overall health and well-being (Full-Time Employees and Part-Time Employees Working 20+ Hours/Week).
Flexible Spending Accounts : For healthcare and dependent care expenses (Full-Time Employees).
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage (Full-Time Employees).
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage (Full-Time Employees).
Voluntary Benefits : Including hospital, accident, and critical illness coverage (Full-Time Employees and Part-Time Employees Working 20+ Hours/Week).
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future (Full-Time Employees).
Adoption Assistance : Supporting your growing family (Full-Time Employees).
Tuition Reimbursement : Invest in your education and career growth (Full-Time Employees).
Employee Assistance Program (EAP) : Access to support and resources (Full-Time Employees and All Part-Time Employees).
Pet Insurance : For all your furry friends (Full-Time Employees).
Financial and Banking Services : Various banking services benefits and financial planning assistance (Full-Time Employees and All Part-Time Employees).
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future (All Part-Time Employees).
Paid Sick and Safe Leave : For your health and safety (All Part-Time Employees).