KIS Virtual Client Advisor

Location:

As a Key Investment Services (KIS) professional the KIS Virtual Client Advisor will be responsible for a book of business of Key Investment Services clients. This person will proactively initiate dialogue with clients in order to enhance and expand their Key Investment Services relationship and improve client satisfaction by conducting portfolio reviews offering financial advice and selling investment products. Additionally the KIS Virtual Client Advisor will be a valuable partner to KeyBank branch team members assisting customers with investment needs throughout the KeyBank branch network and identifying cross selling opportunities for their partners across KeyBanks various lines of business.

ESSENTIAL JOB FUNCTIONS:

• Display consultative needs-based selling skills to build rapport strengthen and expand Mass Market client relationships
• Proactively and reactively engage clients for the purpose of effectively cross-selling KIS products and services
• Perform financial planning and periodic reviews of client portfolios
• Recognize the implicitly-stated and explicitly-stated need for additional products and services
• Knowledgeably respond to and overcome client objections by offering solutions with options
• Maintain thorough knowledge and understanding of KIS products and services
• Complete the sale and application processes for products and services
• Recognize and effectively act upon client retention opportunities
• 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
• 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
• Work collaboratively in team environment to achieve team department and line of business commitments
• Adhere to established policies and procedures related to servicing sales regulatory compliance quality and sales client contact strategy
• Develop a strong center of influence strategy that leverages partnerships with the Retail Bank.
• Act as peer partner to other KIS Virtual Client Advisors including those recently hired
• Be an active and trusted virtual partner for KeyBank branch team members
• Serve as a trusted resource and partner for KeyBank Licensed Bankers

REQUIRED QUALIFICATIONS:

• Minimum of 3 years investment sales retail or telephone sales experience required
• FINRA 763 66 or 65 registrations and applicable Life/Health Insurance license
• Demonstrated success meeting established sales/referral minimum expectations goals and other 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

PREFERRED QUALIFICATIONS:

• Bilingual (Spanish/English)
• Associates or Bachelors degree in related discipline
• Retail bank broker-dealer sales experience
• Inbound or outbound phone sales and customer service experience
• Leadership or coaching experience

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