Wealth Management National Sales Manager Job

Employer Name: BankingandFinanceCrossing	SpiderID: 2361952
Location: Los Angeles, California	Date Posted: 7/11/2008
Wage:	Category: Banking/Mortgage
Job Code: 6193161

Job Description:

Establishes short and long range sales plans and estimates current and long range market potential of assigned products and services.3. Works with line account officers or individually develops prospects for sale of wealth management services such as automated balance reporting, account reconcilement, remittance banking, etc.4. Consults with prospects and customers to identify needs and recommend the wealth management services to meet those needs. Prepares proposal including pricing.5. Recommends improvements in existing products or product mix to meet competitive products.6. Sells to and maintains contact with major accounts within jurisdiction.7. Demonstrates services/products to customers through personal meetings.8. Keeps informed of current activities in the wealth management field including new products and other general information of customers.9. Serves as liaison between current and potential customers and the bank to resolve questions regarding products/services.10. Keeps informed of changes in assigned territory which might affect product sales.11. Educates line account officers in assigned territory in the knowledge and use of wealth management services.12. Generates reports on sales activities and makes periodic forecasts on sales potential.13. Collects information for quotations from other departments as appropriate.14. Processes customer sales according to bank guidelines and procedures.15. Analyzes performance of sales personnel on an ongoing basis.16. Assists in developing new training courses when new products are introduced.17. Recruits, selects and trains sales representatives and sales consultants within assigned region.18. Conducts sales meetings and informs the sales force of new developments in products and policies.19. Supervises employees directly including selection, training, performance appraisal and work allocation

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Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:

Contact Name: -	Company Type: Employer
Company: BankingandFinanceCrossing

City: Pasadena
State: California
Zip:

Web Site: http://www.bankingandfinancecrossing.com