Licensed Platform Director
Job Description
Location: On site in the First Horizon Footprint.
Summary:
Responsible for developing, coordinating and executing the Licensed Platform strategy as part of the overall wealth program at First Horizon.
Duties and Responsibilities:
Serve as a liaison between the Wealth area and the Retail Bank in the areas of licensing, training, compensation, and sales development.
Conduct a variety of sales management activities, including group sales calls and in-person meetings, educational WebEx sessions, and e-mail and telephone communications with reps and Retail management.
Implement various ways to motivate the Licensed Platform population.
Coordinate all aspects of a new rep’s onboarding and training, including creation of educational material and job aides, facilitation of all new rep training, and follow-up with these reps and retail management to ensure success.
Preparation of various monthly and quarterly reports reflecting platform strategy, sales performance and rep participation.
Review and approve selected annuity trades based on dollar amount, client age, and overall suitability.
Handling sales tracking.
Assisting in resolution of client issues.
Quarterly monitoring and reporting on the bank’s portfolio of HELOC’s with Debt Cancellation coverage.
Requirements:
A positive, team oriented attitude is required. The ideal candidate must be able to educate and motivate the Licensed Platform population.
A thorough understanding of annuities, basic investment and life insurance products, as well as their application in a retail bank sales environment.
Strong organizational and time management skills are a necessity.
Some overnight travel required. Usually 2 to 3 nights per quarter.
Qualifications:
College degree and a minimum of 5+ years of experience in the area of investments and insurance is preferred.
Retail banking experience would be extremely beneficial.
Licenses required: Life, Health, Series 6/63 or 7/63.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Location: On site in the First Horizon Footprint.
Summary:
Responsible for developing, coordinating and executing the Licensed Platform strategy as part of the overall wealth program at First Horizon.
Duties and Responsibilities:
Serve as a liaison between the Wealth area and the Retail Bank in the areas of licensing, training, compensation, and sales development.
Conduct a variety of sales management activities, including group sales calls and in-person meetings, educational WebEx sessions, and e-mail and telephone communications with reps and Retail management.
Implement various ways to motivate the Licensed Platform population.
Coordinate all aspects of a new rep’s onboarding and training, including creation of educational material and job aides, facilitation of all new rep training, and follow-up with these reps and retail management to ensure success.
Preparation of various monthly and quarterly reports reflecting platform strategy, sales performance and rep participation.
Review and approve selected annuity trades based on dollar amount, client age, and overall suitability.
Handling sales tracking.
Assisting in resolution of client issues.
Quarterly monitoring and reporting on the bank’s portfolio of HELOC’s with Debt Cancellation coverage.
Requirements:
A positive, team oriented attitude is required. The ideal candidate must be able to educate and motivate the Licensed Platform population.
A thorough understanding of annuities, basic investment and life insurance products, as well as their application in a retail bank sales environment.
Strong organizational and time management skills are a necessity.
Some overnight travel required. Usually 2 to 3 nights per quarter.
Qualifications:
College degree and a minimum of 5+ years of experience in the area of investments and insurance is preferred.
Retail banking experience would be extremely beneficial.
Licenses required: Life, Health, Series 6/63 or 7/63.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
About First Horizon National Corporation
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
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