| Senior Financial Guide | Please apply online via our website: https://www.alerus.com/about-us/careers/employment/ | False | 7/9/2019 | - Minimum 5 years of financial services experience.
- Bachelor’s degree in Business, Finance or related field or equivalent work experience required.
- Previous experience utilizing CRM software to track and manage sales opportunities.
- Demonstrated record of proven sales ability and client service abilities.
- Proven written and verbal communication skills.
- Established interpersonal and negotiating skills.
- Basic math proficiency.
| H-6462 | The Senior Financial Guide is responsible for enhancing existing relationships and developing new business opportunities; delivering comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact. All financial guides assist clients in their selection of Alerus solutions by recommending appropriate Alerus products and services to ensure the client successfully achieves their financial wellness goals. Time is focused on developing new business with existing clients 60% and new clients 40%, approximately.
- Effectively manage, analyze, and grow a portfolio of clients to provide knowledgeable advice to accomplish a high level of financial wellness.
- Assist portfolio of clients in selection of financial solutions by serving as the primary point of contact.
- Learn client’s financial objectives and provide basic financial guidance & planning utilizing the complete Alerus product offering.
- Perform regular proactive relationship reviews based on complexity and product or service level on assigned portfolio.
- Work closely with personal financial advisors, business advisors, associates, and product experts as necessary to fulfill client’s financial needs.
- Proactively solicit new consumer and small business opportunities with existing clients through the relationship review process including opportunities identified by CRM software.
- Place calls to prospective clients to discuss their financial needs and objectives by making outside sales calls, channel contacts, and through other forms of network building.
| With roots dating back to 1879, Alerus has been serving individuals, families, and businesses with one core belief:
everything we do should be in the best interest of our customers. Our proud history of perseverance and prosperity
owes a great deal to the customer-focused approach we've held since day one.
Alerus is a company that will challenge you to be at your best and where your efforts have real, tangible effects. Our
culture is one of collaboration, innovation, forward-thinking, and giving back. And, as a growing company with a
presence in markets from New Hampshire to Arizona, we offer a broad range of opportunities for you to travel the
career path that matches your abilities, interests, and goals.
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with
disabilities. |