Description

Position Purpose: This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client.

What you’ll do

• Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to customers on personal investment product purchases.
• Maintains a high level of profitable sales which meet or exceed agreed upon goals
• Maintains expertise with the current investment product portfolio to ensure optimum marketing potential
• Implements various business development efforts, including conducting telemarketing solicitations and sales seminars with the goal of developing relationships and generating leads
• Keeps informed of industry product trends and issues; identifies opportunities for improvement and makes recommendations to management
• Acts as a resource to licensed Investment Associates

Requirements

Where you’ll shine

• College degree or equivalent experience required.
• 2-5 years relevant experience.
• Certification/License: Series 6, 63, 7, 24, 65 and life insurance licenses required.
• Ability to foster and cultivate relationships with prospective and existing customers.
• Excellent presentation skills to enhance the organization’s image to prospective customers.
• Ability to communicate effectively and clearly to a broad range of existing and potential customers.
• Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments.
• Innovation and flexibility are essential to meet the demands of an ever-changing market.
• Excellent analytical skills are needed to recommend the appropriate products and services to customers.
• Ability to work with a team and share knowledge and skills.
• Ability to conduct business in a highly ethical manner which keeps in line with regulatory requirements.

Where we shine

• Offering a full suite of benefits including medical, life, dental, and vision insurance plus generous paid time off
• Supporting associates and their families; we embrace the importance of caring for oneself and our families
• Surrounding ourselves with smart, driven, and diverse individuals
• Valuing integrity, commitment in regard to our daily duties, and the Bank as a whole
• Supporting local philanthropic, cultural, and artistic initiatives and organizations that our employees value
• Devoted to the communities in which we serve as we help those who form the creative backbone of our market’s future economy and business value

EEO M/F/V/D