Job details
Job type full-time
Full job description
Location: for those who work at home - various, ohio 44145 about the job (job brief):
In a financial services contact center environment, the investment center sales associate will take inbound and make outbound calls to/from existing mass market clientsWhile interacting with clients during such calls, the associate aims to improve client satisfaction, enhance and expand client relationships by performing a financial review, offering financial advice and selling investments as well as referring banking/credit products and services.
Essential job functions:
Make outbound calls for the purpose of effectively cross-selling kis products and services with a focus on mass market client base
Demonstrated ability to have relationship approach combined with needs based sales techniques
Consistently deliver distinctive client service that is knowledgeable, empathetic, patient, prompt, and courteous
Build rapport and strengthen client relationships while servicing client needs
Research and provide verification and documentation of client issues and resolution
Maintain thorough knowledge and understanding of kis products and services
Effectively educate mass market clients (internal and external) on the features and benefits of kis products and services
Recognize implicitly-stated and explicitly-stated client needs and opportunities to offer additional or enhanced products and services
Knowledgeably respond to and overcome client objections by offering solutions with options
Act as peer partner to other associates including those recently hired into the unit as well as the retail network
Display consultative selling skills to build rapport, strengthen and expand mass market client relationships
Perform financial planning and annual financial reviews of client portfolios and account analysisRecognize the need/opportunity for additional products and services
Complete the sale and application processes for products and services
Recognize and effectively act upon client retention opportunities
Act as liaison for our clients to provide first call resolution by coordinating and following up with other departments or lines of business as appropriate
Meet and exceed sales, accuracy, and efficiency goals while contributing to the overall sales success of the team, kis, and keybank
Adhere to established policies and procedures related to servicing, sales, regulatory compliance, quality, and sales client contact strategy
Work collaboratively in team environment to achieve team, department, and line of business commitments
Trusted resource and field support for the lrm/slrms
Required qualifications:
Minimum 3+ years investment sales, retail or telephone sales experience required
Finra 7,63, 66 or 65 registrations and applicable life/health insurance license
Demonstrated success meeting established sales/referral goals and measurements
Demonstrated success in cross-selling, up-selling and sales referring
Strong knowledge of financial products and services
Work experience requiring multi-tasking and attention to detail
Demonstrated success in problem solving and resolving client issues/concerns
Ability to work in high pressure environment
Excellent phone communication skills
Strong interpersonal and written communication skills
Computer proficiency with knowledge and experience in windows environment
Knowledge of financial services computer systems
High school diploma or ged equivalency
Preferred qualifications:
Bilingual (spanish/english)
Leadership or coaching experience
Associate’s or bachelor’s degree in related discipline
Inbound or outbound call center experience
Keycorp is an equal opportunity and affirmative action employer committed to building a diverse, equitable and inclusive cultureAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing hr_compliance@keybank.com.
