Job Reference #:
Type of Institute: Financial Services
Location: Houston, TX
Wachovia and SouthTrust have joined forces to create a great new company that places emphasis on opportunity, personal integrity and the value of a diverse workforce. The combined company, which is known as Wachovia Corporation, is the largest financial holding company in its Southeast/East Coast region and the fourth largest nationwide. By hiring and keeping exceptional employees who share in these values, we commit ourselves to our customers and our continued growth.
In this key opportunity, you will be responsible for understanding the key features and benefits of personal trust and fiduciary services while effectively articulating the features and benefits of each personal trust product or fiduciary service to Financial Advisors (FAs) and Financial Intermediaries (FIMs). You will effectively communicate and/or discuss the benefits of Wachovia Trust Company personal trust services (including Delaware law) to FAs, FIMs, prospects/clients and professional advisors. In addition, you will develop and maintain the confidence and trust of FAs and FIMs in your expertise; communicate to FAs, FIMs or prospects/clients all the steps involved in transferring an existing trust to Wachovia Trust Company or the steps to create a new trust that will meet the prospect’s needs; and design of any customized personal trust or fiduciary proposals. You will also be responsible for assembling of presentation materials or coordination of the production of presentation materials by other sales team members, acting as a fiduciary expert with the prospect/client and coordinating the interpretation of personal trust documents. Additionally, you will be responsible for staying abreast of changes in personal trust or tax law; obtaining current/future fee appointments; overseeing the sales process with prospects/clients; providing expertise in overall assessment of personal trust, fiduciary and planning needs of a prospect/client; and listening/asking the appropriate questions and deriving a profile of the products and services needed. Other duties include motivating the prospect to become a current/future client, utilizing sophisticated trust and estate software for prospect/client consulting, preparing presentation tools for prospect/client meetings, as well as building and maintaining effective professional relationships with partners.
Must have three years’ sales experience with a proven sales record in the financial services industry and possess technical knowledge regarding estate/financial planning, with ability to communicate these products and services.
MBA, CPA, CFA, CTFA, JD, CFP or willingness to be certified and/or have a proven track record in personal trust sales is essential. Excellent interpersonal, PC, communication and presentation skills with knowledge of a broad array of financial services products are necessary. Must have strong negotiation and sales closing skills, with knowledge of Delaware law, Off-Shore Trusts, Kettley, Word and Lotus. Series 7 is required. Must be able to travel and/or occasionally stay overnight.
How to Apply:
Interested? Visit us online at Wachovia.com/careers. Please enter Job Number 101232 into the keyword field and click search to apply