Territory Sales Manager

Total Potential Annual Earnings

This job includes a base rate plus commissions. Total Potential Annual Earnings: $70,000 - $430,000

Provides Leadership and Directs Team

Leads and directs the activities of the business development team within a specific market area, delivering investment management and risk (insurance) management.

Achieves Production Goals

• Responsible for achieving team production goals as well as individual production goals as assigned.

Education and Experience

• Bachelor’s degree or equivalent education and experience
• Minimum 2-3 years investment and insurance sales experience required

Skills and Abilities

• Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations
• Strong communication and PC skills
• Unblemished compliance record
• Demonstrated team player and high quality service provider

Unique Job Characteristics and Requirements

• FINRA Series 6 & 63 or 66 and State Required Life, Accident and Health, Licenses
• Series 7 and Series 24 preferred
• If not Series 7 licensed, FC will be required to obtain license within 90 days

Tasks Performed

• 35%: Provides direction, training and coaching to assure goals are met and overall development of team's skills and book of business continues.
• 20%: Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.
• 15%: Develops and executes individual business plan to meet sales goals. Monitors client investment performance and makes appropriate recommendations. Maintains minimum assigned level of production consistent with individual or team goals
• 15%: Sets goals for team members and evaluates individual performance. Participates in recruiting and hiring of new team members and takes leadership role in training and development of new team members.
• 10%: Cultivates and fosters proactive relationships with staff of assigned markets with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.
• 5%: Other duties as required

Physical Requirements

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Moves objects to maximum 10 lbs

About NBT

At NBT, we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.

Wellbeing

• Generous time-off policies
• Wellness initiatives
• Flexible work arrangements

Community Involvement

• NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.

Culture

• NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.

Career Development

• NBT provides a wide variety of development programs and tools for you to reach your full potential.

Total Rewards

• Competitive compensation
• Comprehensive benefits
• Performance-based incentives
• Retirement plans
• Tuition reimbursement
• Employee assistance program (EAP)
• Pet insurance
• Financial and banking services benefits

Business Stability

• We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.

Benefits for Full-Time Employees

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
• Parental Leave: Six weeks of paid leave at 100% of your salary.
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Flexible Spending Accounts: For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
• Adoption Assistance: Supporting your growing family.
• Tuition Reimbursement: Invest in your education and career growth.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Benefits for Part-Time Employees Working 20+ Hours/Week

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Generous Parental Leave: Six weeks of paid leave at 100% of your salary.

Benefits for All Part-Time Employees

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future.
• Paid Sick and Safe Leave: For your health and safety.
• Employee Assistance Program (EAP): Access to support and resources.
• Financial and Banking Services: Various banking services benefits and financial planning assistance.