KeyBank Private Bank Insurance Advisor in Columbus, Ohio

Private Bank Insurance AdvisorinColumbus, OHatKey Bank- Corporate

Date Posted:5/21/2018

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  • Location:

Columbus, OH

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  • Experience:

Not Specified

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Job Description


The Insurance Advisor works to profitably deliver all aspects of Life, Long Term Care, and Disability insurance solutions, by identifying, designing, recommending, and implementing innovative solutions to Key Private Bank (KPB) and KeyBank existing clients. Develops strong relationships with clients to determine their needs, goals, and obstacles. Provides general education of the Insurance Advisory Team s capabilities and solutions to KPB team members and other internal partners within a mutli-state territory (Indiana and Ohio).


  • Delivery of insurance solutions to KPB and KeyBank client relationships

  • Lead in the identification, development, recommendation, and implementation of creative insurance solutions for each client s specific needs

  • Present recommendations to clients utilizing meaningful presentations and reports

  • Develop an understanding of client s strategic priorities and appetite for risk

  • Communicate and capture the value that KPB brings to clients

  • Carry out and attain the mission and the goals of KPB

  • Develop and expand KPB client relationships

  • Confidentially, professionally and effectively present materials and convey information to a variety of audiences

  • Establish credibility (knowledge/trust) both externally as well as internally

  • Understand the impact of proposed strategies in order to provide periodic guidance and support to the other members of the KPB team

  • Prepare policy reviews, as required

  • Successfully meet or exceed client and revenue growth targets

  • Visit clients independently or in conjunction with other members of the client s KPB Relationship team, as needed

  • Participates in classes for skill and knowledge development. Maintains appropriate state licensing and securities licensing

  • Must adhere to pertinent laws, regulations, Key s compliance policy and external compliance requirements

  • Assume other job responsibilities as assigned by department manager


  • Bachelor s Degree and at least three years of experience.

  • Life and Health Licenses

  • Series 6/63 Licenses

  • Proficiency in computer systems, Microsoft Word, Excel, PowerPoint and Outlook

  • Problem solving, negotiation, persuasion, and sales skills

  • Knowledge of insurance markets, products, services, carrier procedures, methodologies, risk and operations

  • Good listening and organizational skills, attention to detail, goal oriented and high degree of self-discipline

  • Effective written and verbal communication skills

  • Excellent relationship and technical skills

  • Ability to obtain and maintain required license(s)

  • Ability to communicate financial concepts and analyze various data components

  • Ability to work in an office environment

  • Ability to travel to client and KPB office locations, when necessary

ABOUT KEY:KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.ABOUT THE BUSINESS:Key Community Bank serves individuals and small to midsized businesses from Maine to Alaska through our 15-state network of over 1,200 branches, 1,500 ATMs, telephone banking and robust online and mobile platforms. KeyBank s Consumer/Business Banking segment provides consumers and small business owners with straightforward banking solutions and personal finance expertise that helps them make confident financial decisions today and plan for tomorrow. Key Private Bank offers wealth planning that follows a consistent, disciplined approach guided by objective advice based on each unique situation. KeyBank Commercial Bank offers midsize business financial services that drive growth and profitability and help business owners identify new opportunities with products and services including deposit, cash management, investment services, commercial lending, equipment leasing, and asset-based lending.FLSA STATUS:ExemptKeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.JobID: 28229BR