Business Development Officer - Minneapolis

Trust Point Inc.; Minneapolis (MN); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Pet insurance

Identity protection coverage

401k and profit-sharing plan

Job summary

A financial services provider in Minneapolis seeks a full-time Regional Account Executive. The role entails building and maintaining client relationships and understanding financial services. Candidates must have a Bachelor's degree in finance and 3-5 years of sales experience. Exceptional communication skills are crucial for success in this position, which offers a base salary and uncapped commission along with comprehensive benefits including pet insurance and a generous 401k plan.

Qualifications

• 3‑5 years of experience in sales, required.
• 2‑3 years financial/investment experience, preferred.
• Proven track record of new business development.
• Proven track record of new business development.
• Excellent written and oral communication/presentation skills.
• Ability to work in a team with an entrepreneurial spirit.

Responsibilities

• Establish and improve relationships with clients and centers of influence.
• Develop an understanding of services provided to advocate for client needs.
• Prepare and present proposals to clients.
• Prepare and present proposals to current and future clients.
• Lead client development plans and coordinate related services.
• Maintain regulatory and compliance knowledge on an ongoing basis.

Skills

Excellent written and oral communication

Relationship development

Advanced interpersonal skills

Entrepreneurial spirit

Education

Bachelor’s degree in finance or related field

Job description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Recognized as a “Best Place to Work” for the 8th year in a row by Business Intelligence Group, Trust Point Inc. of Minneapolis, MN is looking to hire a full‑time Regional Account Executive to join our Sales team. As a Regional Account Executive you will work to help deepen relationships with centers of influence and identify new clients in need of our customized wealth and investment management solutions.

The Regional Account Executive position provides a base salary with an uncapped commission structure. We also offer a complete line of benefits including pet insurance and identity protection coverage. In addition, we also offer a very generous 401k and profit‑sharing plan.

ABOUT TRUST POINT INC.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open‑door policy.

Trust Point also supports ongoing learning through employer‑paid certifications and relevant continuing education!

A DAY IN THE LIFE OF A REGIONAL ACCOUNT EXECUTIVE

• Establish, maintain, and improve the relationships between our company, our clients, and our centers of influence.
• Participate in industry networking forums and other professional associations.
• Develop an in‑depth understanding of the services we provide to become an advocate for the needs of clients and prospects.
• Prepare and present proposals to current and future clients.
• Relationship building to include analyzing and providing the necessary services that are the right fit for our clients.
• Establish client development communication plans.
• Participation in continuing education through internal and external training to stay current in investments, trusts, estate planning, and retirement planning.
• Willingness to volunteer and support the local community.
• Maintain current regulatory and compliance knowledge.

Requirements

• Bachelor’s degree in finance or related field.
• 3‑5 years of experience in sales, required.
• 2‑3 years financial/investment experience, preferred.
• Proven track record of new business development.
• A high touch, client focused approach.
• Advanced interpersonal skills, professional demeanor, integrity, and goal‑oriented with an entrepreneurial spirit.
• Excellent written and oral communication/presentation skills.
• The ability to work in a team environment alongside highly credentialed staff.

This position requires excellent communication and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

WORK SCHEDULE

This is a full‑time hybrid position working Monday‑Friday, 8am‑5pm.

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.