the smart solution for Covington jobs

VP Executive Planning Consultant

Company: Fin'l Services General, Covington, KY
Location: Covington
Posted on: October 6, 2018

Job Description:

We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives THE EXPERTISE WE’RE LOOKING FOR Series 7, 63, 65 licenses required Insurance license to be obtained 6 months into role A four-year College degree required Certified Financial Planner (CFP) designation preferred Obtaining CEP Level 1 within first 12 months in role is strongly encouraged 10 years minimum of experience with face-to-face investment sales and financial planning Validated sales experience in the Financial Services industry Experience working with senior-level executives and employee benefit plans A consistent track record in generating sales and handling relationships with high net worth clients Demonstrated experience understanding a client’s unique financial situation and ability to position appropriate solutions Ability to travel up to 50%+ THE PURPOSE OF YOUR ROLE You will have the responsibility for maintaining and nurturing relationships with senior executives and management leaders of key Workplace benefit plan clients. In this capacity, the EPC will be the focal point for financial planning and guidance for a select group of executives and be an integral part of a cross company team consisting of a managing directors, relationship managers and executive services associates. This team will consistently deliver high levels of customer satisfaction, grow the PWI business in their region, build plan-level opportunities, and driving crossover relationships. THE SKILLS YOU BRING Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning Your excellent written, verbal and interpersonal communication skills Your ability to think strategically and influence decisions of executives Extraordinary presentation skills in both one on one and group settings Effective territory management and execution skills to drive multiple projects THE VALUE YOU DELIVER Handling the overall relationship and mentorship needs of an executive Incorporating the executive’s benefits and plan provisions into the planning process of executives assets in order to exceed assigned targets and drive both PI and WI sales Presenting (in conjunction with the team) Executive Services offering to executives, Plan Sponsors, board members, etc. during annual business reviews Ensuring the personal happiness of the executives across multiple workplace companies, by providing high-level of knowledgeable assistance on topics in relation to retirement income planning, investment strategy and product selection through face-to face interactions Building and developing a book of business via referrals, seminars, and local events for the workplace companies we support Meet the immediate and future needs of the client by providing and demonstrating solid financial planning skills as well as client centered advice and guidance interactions Identify, execute and follow up on opportunities to gather additional client assets Demonstrate Company’s products and services to address the needs of the executive in order to drive crossover and convert them into PI customers Developing an understanding of each company’s corporate culture and executive needs that make them aware of how benefit changes could affect their financial well-being

Keywords: Fin'l Services General, Covington, KY, Covington , VP Executive Planning Consultant, Executive , Covington, Kentucky

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

Consultant - Energy - Risk Management, Compliance & Security - Remote Locations
Description: Navigant Consulting, Inc. NYSE: NCI is a specialized, global professional services firm that helps clients take control of their future. Navigant s professionals apply deep industry knowledge, substantive (more...)
Company: Navigant Consulting Inc.
Location: Indianapolis
Posted on: 10/18/2018

Director, Workforce Management (WFM) - Oracle North American Application ConsultingResource Director
Description: Manages resource utilization, planning, and allocation of staffing needs for projects. Includes offshore resources.Responsible for coordinating the placement of consultants on client and internal assignments (more...)
Company: Oracle
Location: Lexington
Posted on: 10/18/2018

Maintenance Manager
Description: Job Description POSITION SUMMARY The Maintenance Manager function shall have the responsibilities for leadership within the organization with regards to equipment and facilities maintenance to include (more...)
Company: Owens & Minor
Location: Louisville
Posted on: 10/18/2018

Description: Company Overview Dollar General NYSE: DG is a Fortune 200 company with more than 15,000 retail locations in 44 states, 15 distribution centers and 130,000 employees that embody our mission of Serving (more...)
Company: Dollar General
Location: Indianapolis
Posted on: 10/18/2018

Director of Institutional Research
Description: Director of Institutional Research The Employer's AFIT Graduate Schoolof Engineering and Management is pleased to announce the positionof Director of Institutional Research and invites applications. (more...)
Company: Air Force Institute of Technology
Location: Dayton
Posted on: 10/18/2018

Chief Information Officer
Description: Overview br br The new Chief Information Officer will report to the CFO and will be a member of the CEO rsquo s Leadership Team. br br The position is located in Lexington, Kentucky, the site (more...)
Company: Other Consumer Products, Lexington, KY
Location: Lexington
Posted on: 10/18/2018

RN - Cardiovascular Management Unit (Days) - Grandview
Description: Responsibilities Requirements Responsibilities br The Registered Nurse utilizes the nursing process in providing nursing care to patients in all settings in collaboration with other health care providers. (more...)
Company: Kettering Health Network
Location: Dayton
Posted on: 10/18/2018

Construction Project Manager - Home Reconstruction
Description: Residential Capital Management Resicap is the leading vertically integrated solution for institutional owners of single-family residential assets in the United States. Our services include asset acquisition/valuation, (more...)
Company: Ameritrust Residential Services
Location: Anderson
Posted on: 10/18/2018

88N Transportation Management Coordinator
Description: Army troops, equipment, and supplies only work if they can get to where they need to be. That's why the United States Armed Forces own and operate over 50,000 heavy trucks and buses. It's up to the Transportation (more...)
Company: Army National Guard
Location: Springfield
Posted on: 10/18/2018

Sales Management Trainee
Description: If youre looking to jump-start your career with a clear path to advancement, then the Enterprise Management Training Program is for you. Whether you see yourself in sales, business development, customer (more...)
Company: Enterprise
Location: Louisville
Posted on: 10/18/2018

Log In or Create An Account

Get the latest Kentucky jobs by following @recnetKY on Twitter!

Covington RSS job feeds