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Senior Retirement Services Sales Representative

Company: M&T Bank
Location: Costa Mesa
Posted on: November 19, 2022

Job Description:

Overview:Completes a needs analysis of current and prospective customers for Retirement Services products and based on identified needs sells the appropriate products to meet these needs, while ensuring appropriate documentation and compliance with pertinent internal policies and external regulations. -Primary Responsibilities:Meet with current and prospective customers and complete a needs analysis of the customer for Retirement Services products and services; based on identified needs, sell the appropriate product to the customer and seek to close the sale. Manage a territory within the Company's footprint and develop new business opportunities for retirement products.Complete appropriate documentation on sales activities to provide a record of activity and serve as a reference source for future activities.Develop, maintain and expand an internal and industry network to obtain referrals for new customers and expand relationships with existing customers.Achieve annual personal sales goals, seeking opportunities to further expand business with the client, while maintaining compliance with pertinent internal policies and external regulations.Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. - Identify risk-related issues needing escalation to management.Promote an environment that supports diversity and reflects the M&T Bank brand.Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Complete other related duties as assigned.
Scope of Responsibilities:

Supervisory/Managerial Responsibilities:Not Applicable
Education and Experience Required:Bachelor's degree and a minimum of 5 years' related industry experience, or in lieu of a degree, a combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' related industry experienceStrong problem-solving skillsStrong decision-making skillsProficiency with personal computers and pertinent office software packagesEffective listening skillsStrong verbal and written communications skillsProven negotiations skillsProven interpersonal skillsEducation and Experience Preferred:Certified Retirement Services Professional (CRSP) and/or Certified Employee Benefits Specialist (CEBS) certification - - - -
Physical Requirements:Ability to travel

LocationCosta Mesa, California, United States of America

Keywords: M&T Bank, Costa Mesa , Senior Retirement Services Sales Representative, Sales , Costa Mesa, California

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