Director, Internal Sales - RJ Trust

Job Title

Essential Duties and Responsibilities:

Assists in the management of others and provides training in developing relationships with financial advisors.

Assists in identifying all opportunities to sell and promote trust and charitable services provided by RJ Trust and RJ Charitable within a sales territory and communicate those opportunities to Management.

Develops and executes business development strategies.

Leads a team with defined goals to initiate outbound sales calls and responds to incoming calls and inquiries, including follow-up, sending out materials and obtaining and evaluating background information.

Conducts virtual presentations and occasional in-person events with prospective and new financial advisors.

Performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; interviewing and selecting staff.

Coaches and mentors associates, identifies training needs and approves development plans.

Interprets, applies, documents and recommends changes to organizational policies and procedures.

Establishes objectives and develops processes and procedures to ensure efficient and timely work flow.

Solicits feedback on team performance, addresses areas of opportunity with staff, and follows up with clients as needed; identifies trends and implements corrective action as necessary.

Performs other duties and responsibilities as assigned.

Knowledge of:

Concepts, practices and procedures of business development in a financial services environment.

Investment concepts, practices and procedures used in the securities industry.

Principles of estate planning, charitable planning, trust administration and finance and securities industry operations.

Financial markets and products.

Skill in:

Sourcing and developing sales prospects.

Developing business development strategies.

Gathering and compiling information and data.

Initiating sales calls and responding to inquiries and turning them into sales opportunities.

Establishing and maintaining databases.

Preparing and delivering written and oral presentations.

Operating standard office equipment and using required software applications.

Ability to:

Train, coach, mentor and lead the work of others.

Partner with other functional areas to accomplish objectives.

Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.

Gather information, identify linkages and trends and apply findings to assignments.

Research, interpret, analyze and apply information about investment advisor organizations.

Manage multiple tasks with changing priorities to meet deadlines and sales goals in a fast paced environment.

Communicate effectively, both orally and in writing.

Work independently as well as collaboratively within a team environment.

Lead others in providing a high level of customer service.

Establish and maintain effective working relationships at all organizational levels.

Maintain currency in investment advisor and financial planner services and products.