Licensed Platform Director
Apply NowCompany: First Horizon National Corporation
Location: Knoxville, TN 37918
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
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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
X formerly Twitter
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)