Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success.

Operating in a Team Based Model, we are united in delivering the best experience and advice for our clients. As a Business Development Officer Sr. - Insurance Strategist within PNC Bank's Private Bank Insurance organization, you will be based in a major market in our footprint.

Job Profile:

Incumbent will serve as the insurance expert within the Wealth Management organization and will demonstrate advanced knowledge of the insurance industry and will be capable of assessing how insurance best aligns with a clients financial objectives.

In this role the individual will:

A. Collaborate with Wealth Management Teams and Advisors to identify and implement insurance solutions for clients and prospects
B. Build relationships with internal and external Centers of Influence focused on educating and assisting those COI’s on insurance solutions and their place in a clients overall financial picture.
C. Serve as the interface with WM insurance partners
D. Work with regional management to identify, track and manage insurance goals.
E. Manage communication, tracking, and follow up of insurance opportunities using latest technologies
F. Constant focus on customer needs and compliance with the most stringent standards (fiduciary)
G. Become the Internal risk management expert

Core Competencies
Managing Risk- Extensive Experience
Customer Focus - Extensive Experience
Sales Negotiating - Extensive Experience
Products and Services - Extensive Experience
Problem Solving - Extensive Experience
Effective Communications - Extensive Experience
Decision Making - Extensive Experience
Managing Multiple Priorities - Expertise
Client Relationship Management - Working Experience
Selling - Extensive Experience

Required Education and Experience
Bachelors or advanced degree preferred

Certifications and Licenses
Life and Health Insurance License
Advanced Insurance Industry Certifications preferred

Preferred Background
1) Individual Insurance Producer
2) Worked in Multiple Systems (Mutual, Brokerage, Banking)
3) Experience in Team Based Situation
4) Background with referral partners not being directly compensated

Travel Expectations
50-75% within a day driving range

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

 

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Drives new client acquisition in new and existing markets. Identifies external pipeline of prospective AMG clients or referral sources by educating about and positioning AMG capabilities. Develops the most complex and sophisticated new client opportunities. Works independently with minimal supervision.
• Calls on new prospects as well as key centers of influence to position the full spectrum of AMG products and services and meet client needs.
• Engages with management and/or partners to establish and execute the appropriate activities, tactics and strategies to identify and pursue new opportunities and successfully onboard new clients.
• Identifies the appropriate customer base and develops and implements a marketing strategy and plan.
• Maintains timely, accurate and complete sales administration tasks as determined by the business.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge