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Financial Services Representative

Employer
Covenant Trust Company
Location
Plantation, Florida
Salary
Full-time, Exempt: annualized salary $75,000, Benefit Eligible
Closing date
Jul 15, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
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Job Details

Financial Services Representatives (FSRs) are the primary lead generators for Covenant Trust, driving new business growth for the company. The FSR generates leads and prospects through working with Evangelical Covenant Church entities and ministries, philanthropic organizations and boards, and conversations with interested individuals. Through presentations, the FSR demonstrates the value of becoming a Covenant Trust client. The FSR is the client and prospect relationship manager. 

Major Responsibilities:

  • Bring in new managed money and estate planning clients for Covenant Trust.
  • Provide financial and legacy consultation; provides information on Covenant charitable opportunities.
  • Lead presentations on various financial and legacy planning topics.
  • Regularly visit Covenant Living of Florida retirement community.
  • Maintain regular contact with all clients, as well as prospects in the conference.
  • Serve as Covenant Trust’s on-site representative to gather and transmit information and/or documents as needed between the client and Covenant Trust.
  • Establish and maintains regular contact with conference superintendent, pastors, and leaders of other Covenant ministries in the conference.
  • Meet with ministry boards, attends conference annual meeting, ministerium meetings (as invited), offers presentations for the meetings, and staffs Covenant Trust display at such meetings.
  • Participate in regularly scheduled administrative reviews of client accounts with Covenant Trust trust administrator.

Company

Covenant Trust Company is a non-depository trust company chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking. Our shareholders are the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University. Our mission is to provide effective legacy planning and financial management to our clients. Covenant Trust Company is committed to protecting client and company information. All employees are expected to adhere to company policies and practices regarding the safeguarding of such information. For more information, visit www.CovenantTrust.com
Find Us
Telephone
8475833237
Location
10840 Marsh Ave
Allendale
MI
49401
US
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