Job Details

ID #43492097
State Florida
City South florida
Job type Full Time
Salary USD TBD TBD
Source PNC Financial Services Group
Showed 2022-06-22
Date 2022-06-18
Deadline 2022-08-17
Category Sales
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Senior Business Development Officer - PNC Private Bank Insurance

Florida, South florida, 33222 South florida USA

Vacancy expired!

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].

Job Profile

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Business Development Officer within PNC's Private Bank Insurance organization, you will be based in Houston, TX or Miami, FL.

In this role the individual will:

Collaborate with Wealth Management teams and advisors to identify and implement insurance solutions for clients and prospectsBuild relationships with internal and external Centers of Influence focused on educating and assisting those COI’s on insurance solutions and their place in a clients overall financial pictureServe as the interface with Wealth Management insurance partnersWork with regional management to identify, track and manage insurance goalsManage communication, tracking, and follow up of insurance opportunities using latest technologies Constant focus on customer needs and compliance with the most stringent standards (fiduciary)Become the Internal risk management expertFINRA Series 7 & 63/ Life and Health Insurance required

Job Description

  • Drives new client acquisition in new and existing markets. Identifies external pipeline of prospective AMG clients or referral sources by educating about and positioning AMG capabilities. Develops the most complex and sophisticated new client opportunities. Works independently with minimal supervision.
  • Calls on new prospects as well as key centers of influence to position the full spectrum of AMG products and services and meet client needs.
  • Engages with management and/or partners to establish and execute the appropriate activities, tactics and strategies to identify and pursue new opportunities and successfully onboard new clients.
  • Identifies the appropriate customer base and develops and implements a marketing strategy and plan.
  • Maintains timely, accurate and complete sales administration tasks as determined by the business.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Competencies

Customer Experience Management – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.

Decision Making and Critical Thinking – Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.

Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Financial Services Industry – Knowledge of financial services industry trends, directions, major issues, regulatory considerations and trendsetters; ability to provide specific financial knowledge and experience to help organizational development.

Managing Multiple Priorities – Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Sales Function – Knowledge of and the ability to conduct daily and strategic activities in an organization's sales function.

Sales Negotiating – Applies successful financial sale solutions to negotiation concepts and techniques; ability to negotiate successfully across the organization and with customers in a constructive and collaborative manner. Negotiate structures and closes customer sales.

Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

Work Experience

Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry experience is typically 8+ years. At least 5 years of prior management experience is typically required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

Education

Bachelors (Required)

Additional Job Description

Benefits

PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

Disability Accommodations Statement:

The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com.

The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET.

Equal Employment Opportunity (EEO):

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Vacancy expired!

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