The financial services representative is the primary contact with clients and prospects and functions both as a marketing representative and account field representative. This full-time position includes significant travel. The representative initiates and maintain contacts with prospects, build continuing relationships with clients and the leadership of Covenant ministries within the assigned geographical territory.
This individual:
• Provides estate and financial planning resources by assisting with information gathering and situation analysis, by providing information about charitable opportunities, by suggesting options based on prospects’ stated goals, and by expediting the implementation of decisions
• Presents workshops on financial services, including estate and financial planning, and responds to inquiries
• Maintains regular contact with all known prospects and clients in the assigned area
• Establishes and maintains regular contact with the conference superintendent, pastors and leaders of other Covenant ministries, and regularly visits Covenant Retirement Communities campuses
• Represents Covenant Trust Company at conference annual meetings, the ministerium, and ministry leadership boards as invited
The successful candidate will possess uncompromising personal integrity and ethics, the ability to maintain complete confidentiality and build relationships based on trust, excellent interpersonal, listening and communications skills, and the ability to work independently and meet deadlines.
Requirements include a strong desire to share the vision of “awakening people to the significance of stewardship through estate planning and financial management”, familiarity with the Evangelical Covenant Church and its ministries, sales skills and/or experience, and at least mid-level computer skills. Training and continuing education in estate and financial planning matters will be provided.
Qualified candidates should send a cover letter and resume (with references) to Charles A. Walles, president, Covenant Trust Company, 5215 Old Orchard Road, Suite 725, Skokie, IL, 60077-1022. Material may also be sent by fax to 847-583-3215 or by email to Charles Walles.
Covenant Trust Company currently manages in excess of $400 million in fiduciary assets for individuals and ministries of the Evangelical Covenant Church and offers comprehensive asset management and charitable gift planning services.
