KIS Virtual Client Advisor
| Company | KeyBank |
|---|---|
| Location | Brooklyn, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Associate’s |
| Experience Level | Mid Level, Senior |
Requirements
- Minimum 3+ years investment sales, retail or telephone sales experience required
- FINRA 7,63, 66 or 65 registrations and applicable Life/Health Insurance license
- Demonstrated success meeting established sales/referral minimum expectations, goals and other measurements
- Demonstrated success in cross-selling, up-selling and sales referring
- Strong knowledge of financial products and services
- Work experience requiring multi-tasking and attention to detail
- Demonstrated success in problem solving and resolving client issues/concerns
- Ability to work in high pressure environment
- Excellent phone communication skills
- Strong interpersonal and written communication skills
- Computer proficiency with knowledge and experience in Windows environment
- Knowledge of financial services computer systems
- High School Diploma or GED
Responsibilities
- Display consultative needs-based selling skills to build rapport, strengthen and expand Mass Market client relationships
- Proactively and reactively engage clients for the purpose of effectively cross-selling KIS products and services
- Perform financial planning and periodic reviews of client portfolios
- Recognize the implicitly-stated and explicitly-stated need for additional products and services
- Knowledgeably respond to and overcome client objections by offering solutions with options
- Maintain thorough knowledge and understanding of KIS products and services
- Complete the sale and application processes for products and services
- Recognize and effectively act upon client retention opportunities
- Consistently deliver distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous
- Build rapport and strengthen client relationships while servicing client needs
- Research and provide verification and documentation of client issues and resolution
- Act as liaison for our clients to provide first call resolution by coordinating and following up with other departments or lines of business as appropriate
- Meet and exceed sales, accuracy, and efficiency goals while contributing to the overall sales success of the team, KIS, and KeyBank
- Work collaboratively in team environment to achieve team, department, and line of business commitments
- Adhere to established policies and procedures related to servicing, sales, regulatory compliance, quality, and sales client contact strategy
- Develop a strong ‘center of influence’ strategy that leverages partnerships with the Retail Bank
- Act as peer partner to other KIS Virtual Client Advisors, including those recently hired
- Be an active and trusted ‘virtual’ partner for KeyBank branch team members
- Serve as a trusted resource and partner for KeyBank Licensed Bankers
Preferred Qualifications
- Bilingual (Spanish/English)
- Associate’s or Bachelor’s degree in related discipline
- Retail bank broker-dealer sales experience
- Inbound or outbound phone sales and customer service experience
- Leadership or coaching experience