Location: Raleigh, NC
Company: First Horizon National
across the southern U. S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.
S. Bank. Summary The Wealth Management Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge
and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.
This role can be filled in Raleigh, Miami or Coral Gables location. ESSENTIAL DUTIES AND RESPONSIBILITIES Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
Extensive client contact , involved in all activities that align with prospective and existing clients Performs account maintenance including money transfer requests, address changes, etc.
Serves as liaison and between sales team, compliance, and other business lines throughout the firm Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation May attend client meetings, prospect meeting, and client/marketing events Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.
Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support Fulfill financial advisor requests and resolve service-related issues and inquiries Process tasks and resolve issues in a timely and accurate manner Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times Maintain a focus on continuous improvement and provides feedback on system enhancements Master technology to ensure it is being used to its full benefit.
QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:1. 0-2 years' experience required; 2-4 years' experience preferred2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & Power Point required, experience with Docu Sign preferred4.
Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful5. FINRA Licenses : Series 7, 66/63 preferred6. Appropriate State Life & Health Insurance licenses preferred Benefit Highlights Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- /First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook -- /First Horizon Bank Twitter -- /First Horizon Bnk Linked In -- /company/first-horizon-bank Instagram -- /first_horizon You Tube -- /channel/UCEVs5OMj-b0H9Dr5Q209_-QCorporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve.
We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)PDN-9ae1de60-5ecb-4e65-a8ac-2b0971f007ef
Sales & Business Development jobs focus on driving revenue growth, expanding market share, and forging strong relationships with clients and partners. These roles often involve identifying new business opportunities, developing sales strategies, negotiating contracts, and managing customer accounts. Key characteristics include strong communication skills, a results-driven mindset, and the ability to analyze market trends to identify potential leads. These professionals must be adept at both initiating new client engagements and nurturing existing ones to ensure long-term business success.
Sales & Business Development jobs are roles focused on driving business growth through customer acquisition, building market strategies, and fostering long-term client relationships. Key characteristics of these positions include strong communication skills, strategic thinking, and a proactive approach to identifying and capitalizing on new business opportunities. Individuals in these roles often work closely with marketing, product management, and customer service teams to ensure cohesive efforts towards the company's revenue targets.
Sales & Business Development jobs are roles focused on driving business growth by identifying new sales leads, promoting products or services, and building relationships with potential clients. Sales professionals often engage in direct contact with customers, negotiating deals, and closing sales. Meanwhile, Business Development personnel work on strategic partnerships, market research, and new market entry strategies. Both roles require strong communication skills, a results-driven mindset, and the ability to adapt to fast-paced environments. Their success is typically measured by achieved sales targets and the establishment of long-term business growth opportunities.
and Durham as well as communities under development in North Raleigh and Apex.
Business Development Representative Responsibilities The Calyx Business Development Representative will be one of the main drivers of best in class census trajectory driven by the ability to generate personally-sourced referrals.
You will ensure a robust, steady flow of leads to all of our communities and the sales team in the communities through referral relationship development, including routine external networking visits to SNFs and hospitals, physicians as well as local groups to generate referrals for our current and coming soon communities. Major responsibilities include: Generate qualified leads
from referral partners that convert to census! Drive external business development to generate brand awareness and create community and referral relationships.
Establish and execute strategic marketing plans to guide marketing efforts. Drive market awareness and opportunities for business development by coordinating and participating in events both internal and external to the community, in particular on weekends in the pre-and post-opening sales phase. Qualifications Calyx aspires to hire an interpersonally skilled, sales-motivated Business Development Representative. The ideal candidate must have at least 3 to 5 years of business development experience, with a track record of personally
generating business and an intrepid willingness to ask for business.
Given the need to partner with and be based work daily out of multiple Calyx communities across the Triangle, the Business Development Representative must demonstrate a comfort level and discipline in working with a CRM and have solid time management skills. This position requires an individual comfortable with a fast pace and the standards and work ethic consistent with that environment. Candidate must have at least an associate's degree, although a Bachelor's degree is strongly preferred. The Ideal Candidate Is: Experienced in senior living, health care, real estate, or hospitality sales.
Successful at personally asking for and expecting to generate leads through successful business relationships, especially in nursing facilities, hospitals and to physicians. Highly motivated, goals-focused and success driven. Organized with the ability to manage multiple ongoing demands on their time. Creative, problem-solving and empathetic. COVID-19 Vaccine and Booster Required. If you are driven, energetic, and ready to take your business development career to the next level, Calyx's Business Development Representative position may be an excellent fit for you! If interested, please apply below! Job Posted by Applicant Pro
