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Personal Retirement Sales Desk Specialist - Annuities - 529 -IRA
Jacksonville, Florida
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
Provide advice and guidance to FAs for the personal retirement suite of products. This includes proactive outreach and reactive sales support. Role partners with FA and Retirement Specialist to cover an assigned territory. The role provides education as well as advice and guidance on meeting clients needs for retirement solutions, and also includes a focus on generating new client opportunities and assisting in the revenue development of the territory.
Responsibilities
The Personal Retirement Sales Desk Specialist serves as a technical resource for Merrill advisors. The role acts as a business partner who will help advisors implement retirement income and investing solutions. The role is responsible for driving sales in a dedicated territory in collaboration with external and internal partners. This role entails sourcing retirement and annuity opportunities, positioning solutions with clients, working with wealth management leadership, presenting firm concepts to branches and working with the firm’s third-party insurance partners.
Required Qualifications
- FINRA Securities Industry Essentials (SIE), Series 7 and Series 66 registrations
- Variable Annuity Insurance licensing (or ability to obtain within Compliance deadline)
- 2-5+ Years experience in the financial industry
- 2+ Years experience working directly with product wholesalers and financial advisors
- 2+ Years experience with retirement and 529 products
- Experience conducting presentations
- Experience meeting sales objectives and performing under pressure of meeting deadlines in a high-volume environment
- Understanding of Social Security and Medicare
- Experience selling complex financial products
- Excellent written skills, verbal communication and organizational abilities
- Highly self-motivated
- Ability to work independently and in a team environment
Desired Qualifications:
- Bachelor’s Degree in Business or related field strongly preferred
- Experience using WebEx
- Experience using Salesforce
Skills:
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Relationship Building
- Collaboration
- Presentation Skills
- Prospecting
- Referral Management
- Wealth Planning
- Referral Identification
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
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