Business Development Officer Sr. - Insurance Strategist 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. This position will be responsible for the Northeast Region within the PNC footprint. This role will need to be based in the Northeast area of the United States. 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 prospectsB. 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 partnersD. Work with regional management to identify, track and manage insurance goals. E. Manage communication, tracking, and follow up of insurance opportunities using latest technologiesF. Constant focus on customer needs and compliance with the most stringent standards (fiduciary)G. Become the Internal risk management expert
Core Competencies:- Managing Risk
- Customer FocusSales Negotiating
- Products and Services
- Problem Solving
- Effective Communications
- Decision Making
- Managing Multiple Priorities
- Client Relationship Management
SellingRequired Education and Experience: Bachelors or advanced degree preferred
Certifications and Licenses:
Life and Health Insurance License Advanced Insurance Industry Certifications preferred
Preferred Background:- Individual Insurance Producer
- Worked in Multiple Systems (Mutual, Brokerage, Banking)
- Experience in Team Based Situation
- Background with referral partners not being directly compensated
Travel Expectations:50-75% within a day driving rangePNC 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.
