Horizon Bank
  • - Trust & Investment Management
  • Michigan City, IN, USA
  • Full Time

Duties

Manage existing relationships and instill confidence in client.

Prospect, solicit and sell investment and personal trust services through networking, referrals and centers of influence through in-person meetings, calls and e-mails.

Create & present proposals and presentations as well as follow up with prospective clients.

Maintain knowledge of present product offerings and general business trends.

Participate in networking and community events to enhance awareness of product availability.


Qualifications
5+ years of demonstrated investment management and/or trustee experience

Demonstrated experience in financial sales

Professional designation preferred (CTFA, CFP, etc.)

High school diploma or equivalent required

Ability to apply critical thinking and problem solving skills along with possessing excellent interpersonal and communication skills.

Able to adjust approach based on each client's situation (review potential conflicts, show value of our products and develop trust from client).

 

EEO Employer/Vet/Disabled

Horizon Bank
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