Premier Relationship Consultant

Bonus Type

Summary

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Premier Relationship Consultant (PRC). If you are a people person and relationship builder, this role is for you!

Job Description

The Premier Relationship Consultant is primarily responsible for improving the delivery of Financial Planning products and services for an assigned group of banking centers by planning, designing, communicating, and executing a specific scope of activities such as training, coaching, business development, and skill assessments.  This will cover a range of financial planning categories, including helping clients manage cash flow, invest properly, retire comfortably, and protect themselves from an unforeseen expense and emergency. 

The Premier Relationship Consultant will also support the Investment Services team with a variety of training needs, and business development activities.  The Premier Relationship Consultant is both a producer and expert resource for BOKFA, and the Branch Delivery Channel. 

The Premier Relationship Consultant will be primarily responsible for driving sales and revenue growth in all branches within their assigned footprint.  They will also spend time supporting other markets and the broker dealer remotely.

Team Culture

Collaboration and inclusion are the keys to success with this fast-paced team. While each person holds an area of expertise, we all lean in to support the customer. Through weekly meetings, group huddles, and 1x1 peer training, everyone is given the opportunity to brainstorm, ask questions, and find solutions. We support and lift one another up to achieve more together.

How You'll Spend Your Time

• You’ll establish a training module and improve consumer branches’ consultative selling skills.
• You’ll make outbound calls, when necessary, to participants to follow up on previous conversations.
• You’ll provide exceptional customer service and be a problem solver. This will require a strong knowledge of the financial planning process and highly developed organizational skills.
• You’ll update the Enterprise Referral system with timely feedback and the disposition of referrals.
• You’ll listen to participant calls with consumer branches to provide coaching and training to help agents identify referral opportunities.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 1-2 years of experience in investments/financial planning or 4-7 years equivalent work experience. Series 6 and/or 7 licensing Series 65/66, and Life, Long-Term Care, Health Insurance licensing is preferred and/or will be requirement within the first 12-months.

Working Conditions & Physical Requirements