Senior Insurance Strategist for Wealth Management Growth

PNC; Cherry Hill Township (NJ); Vor Ort; USD 146.000 - 272.000; Vollzeit

Benefits dieser Stelle

Medical and prescription drug coverage

Dental and vision options

401(k) with company match

Educational assistance

Zusammenfassung

PNC Financial Services Group, Inc. is searching for a Senior Business Development Officer - Insurance Strategist within the Private Bank Insurance organization, based in the Northeast region of the United States.

The role emphasizes serving as the insurance expert in Wealth Management and aligning insurance solutions with client financial objectives. The incumbent will collaborate with Wealth Management teams, COIs, and insurance partners, manage opportunities, and ensure compliance with

Qualifikationen

• Bachelor's degree or higher preferred.
• Experience in wealth management or insurance is advantageous.
• Strong communication and relationship-management skills.

Aufgaben

• Identify and implement insurance solutions for clients and prospects with Wealth Management teams.
• Build relationships with COIs to educate on insurance solutions within clients' financial plans.
• Serve as interface with WM insurance partners and track insurance goals.
• Manage communications, tracking and follow-up of insurance opportunities using current technologies.
• Ensure fiduciary risk management standards are met and internal processes are followed.
• Drive new client acquisition and onboard clients with AMG products and services.

Kenntnisse

Relationship building

Sales

Negotiation

Communication

Business acumen

Ausbildung

Bachelor's

Jobbeschreibung

PNC Financial Services Group, Inc. is searching for a Senior Business Development Officer - Insurance Strategist within the Private Bank Insurance organization, based in the Northeast region of the United States.

The role emphasizes serving as the insurance expert in Wealth Management and aligning insurance solutions with client financial objectives. The incumbent will collaborate with Wealth Management teams, COIs, and insurance partners, manage opportunities, and ensure compliance with