Job Information
Community Trust and Investment Company SALES COORDINATOR in Lexington, Kentucky
JOB RESPONSIBILITIES
Organize and coordinate the sales and follow up process to maximize results
Oversee operations of the New Account process for maximum efficiency throughout divisions within the company
Represent the company at various community and/or business meetings to promote the company
Support New Business Team in the prospecting of potential CTIC clients
Coordinate and administer frequent marketing and client appreciation events
Assists in developing presentation materials used for client/prospect meetings
Participate in team brainstorming sessions to develop new ideas on enhancing sales during changing market environments
Implement and oversee a Client Relationship Manager Software System (CRM) to assist the New Business Team
Assist New Business Team in the servicing of existing CTIC clients
Assist New Business Team in building strong relationships with CTB to generate qualified referrals of Wealth Management prospects
Coordinate existing brokerage relationships and the handoff or referral of new brokerage prospects to our CTFS consultants
Plan and coordinate communications with prospects and clients when needed
Assist in the composition of Request for Proposal (RFP) for the review and approval by New Business Team
Along with the Corporate Training Department, conduct training on How to Prospect for Potential Wealth Management Referrals
Run reports to analyze new business and referrals generated by the New Business Team
Run Investment Programs for reviews with existing clients
Perform special projects as requested by New Business Team
Ensure all actions performed are in compliance with government regulations and organizational policies and procedures
All other duties as assigned
SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE
Associates Degree or equivalent experience required with an emphasis on a Business related field preferred
Possess advanced computer skills, must be proficient in Microsoft Office programs such as Excel and Word as well as Adobe Acrobat
Customer service experience highly preferred
Experience in Financial related field preferred
WORKING CONDITIONS
Normal office conditions
Travel required
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
