Territory Sales Manager

This job includes a base rate plus commissions. Total potential annual earnings: $70,000 - $430,000. Provides leadership and directs the activities of a business development team within a specific market area delivering investment management and risk (insurance) management. 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.
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.
Licenses and Regulatory 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. Meets regularly with assigned Financial Consultants to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.
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.
Move objects up to 10 lbs.
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.
Flexible Spending Accounts.
Employer‑Paid Disability Coverage (short‑term and long‑term).
Life Insurance: Employer‑paid basic life insurance, optional supplemental coverage.
Voluntary Benefits: Hospital, accident, and critical illness coverage.
Retirement Plans: 401(k) with employer matching, optional Roth 401(k), pension plan.
Adoption Assistance.
Tuition Reimbursement.
Employee Assistance Program (EAP).
Pet Insurance.
Financial and Banking Services.
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.
Voluntary Benefits: 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: 401(k) with employer matching, optional Roth 401(k), pension plan for employees working at least 1,000 hours in a calendar year.
Paid Sick and Safe Leave.
Employee Assistance Program (EAP).
Financial and Banking Services.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Equal Employment Opportunity

NBT Bank is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment. NBT Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with our Careers website or submission process, please call 1-888-804-1771 or contact us via email at humanresources@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday, 8:00 AM to 5:00 PM EST.

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