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Preferred Relationship Manager
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Full-time
- Utilize and promote the Retail Consultative Sales process, using the prescribed tools and partnering with the financial center team for referral activity.
- Work closely with customers to retain and grow current and next generation wealth.
- Build deep relationships with customers to earn status as trusted advisor by leveraging our consultative sales and service process.
- Consistently meet or exceed investment sales and referral goals as set by management, working in partnership with Investment Executive.
- Initiate and maintain customer and prospect contact through a variety of methods, including but not limited to customer interaction in the financial center, telemarketing, and leading and/or participating in various seminars and community events.
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