• Full-time, Exempt, Benefit Eligible
• Reports to the President of Covenant Trust
• Primary focus is Covenant Living of Florida retirement community (Plantation, FL) and the Southeast Conference of the Evangelical Covenant Church.

Join a fast paced and growing company where you can be a recognized contributor.

Financial Services Representatives (FSRs) are the primary lead generators for Covenant Trust, driving new business growth for the company. The FSR generates leads and prospects through working with Evangelical Covenant Church entities and ministries, philanthropic organizations and boards, and conversations with interested individuals. Through presentations, the FSR demonstrates the value of becoming a Covenant Trust client. The FSR is the client and prospect relationship manager.

Major Responsibilities:

• Brings in new managed money and estate planning clients for Covenant Trust.
• Provides financial and legacy consultation; provides information on Covenant charitable opportunities.
• Leads presentations on various financial and legacy planning topics.
• Regularly visits Covenant Living of Florida retirement community.
• Maintains regular contact with all clients, as well as prospects in the conference.
• Serves as Covenant Trust’s on-site representative to gather and transmit information and/or documents as needed between the client and Covenant Trust.
• Establishes and maintains regular contact with conference superintendent, pastors, and leaders of other Covenant ministries in the conference.
• Meets with ministry boards, attends conference annual meeting, ministerium meetings (as invited), offers presentations for the meetings, and staffs Covenant Trust display at such meetings.
• Participates in regularly scheduled administrative reviews of client accounts with Covenant Trust trust administrator.

What we look for:   

• Five (5) years’ experience in the financial services industry.
• CFP® designation preferred, or other demonstrated financial expertise.
• Excellent client/customer service skills.
• Self-directed and motivated, able to work independently yet also able to work collaboratively with other FSRs and corporate office staff.
• Outgoing and comfortable meeting and talking with all types of people including clients and prospects, their family members, attorneys, accountants, service providers, Covenant Living community leaderships, Covenant Trust staff.
• Ability and willingness to schedule presentations or meet with clients/prospects on evenings or weekends.
• Unwavering personal integrity and ethics. Ability to maintain confidentiality and build relationships based on trust.
• Excellent communication (oral and written, English) and people skills.
• Bi-lingual (Spanish) skills are a plus.
• Understanding of the Evangelical Covenant Church and its mission is desired.

Covenant Trust offers excellent benefits including 401(k) with employer match; choice of two medical plans, prescription drug coverage, dental, vision; employer paid life and short-term/long-term disability; voluntary benefits include accident and critical illness, auto and home insurance, pet insurance, identity theft protection; ten paid holidays; PTO; up to five paid days for approved volunteer opportunities annually. Pleasant office environment; positive and collaborative staff.

Apply online at: Contact – Covenant Trust or send a cover letter and resume to Jane Westerfield, HR Director, at jmwesterfield@covenanttrust.com. Job description available upon request.

Covenant Trust Company is a non-depository trust company chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking. Our shareholders are the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University. Our mission is to provide effective legacy planning and financial management to our clients. Covenant Trust Company is committed to protecting client and company information. All employees are expected to adhere to company policies and practices regarding the safeguarding of such information. For more information, visit www.covenanttrust.com.

Equal Opportunity Employer