KIS Virtual Client Advisor Brooklyn, OH

Location: 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 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 reputed company 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 reputed company reputed company team members, assisting customers with investment needs throughout the reputed company reputed company network, and identifying cross selling opportunities for their partners across reputed company’s 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 • reputed company 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, reputed company, 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 reputed company 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 reputed company of the team, KIS, and reputed company • Work collaboratively in team environment to reputed company team, department, and line of business commitments • Adhere to established policies and procedures reputed company to servicing, sales, regulatory compliance, quality, and sales client contact strategy • reputed company 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 reputed company reputed company team members • Serve as a trusted resource and partner for reputed company Licensed Bankers 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 reputed company meeting established sales/referral minimum expectations, goals and other measurements • Demonstrated reputed company 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 reputed company 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) • Associate’s or Bachelor’s degree in reputed company discipline • Retail bank broker-dealer sales experience • Inbound or outbound phone sales and customer service experience • Leadership or coaching experience Job Posting Expiration Date: 03/28/2025 KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, reputed company and inclusive culture. reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, veteran status or other protected category. reputed company 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@reputed company.com. Apply Job!