Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment climate, customer insights and results.
Education and Experience:
- Bachelors Degree or equivalent education and experience
- Minimum 2-3 years investment and insurance sales experience required
Skills and Abilities:
- Thorough knowledge of investment and insurance products and applicable securities and insurance rules and regulations.
- Strong communication and PC skills.
- Unblemished compliance record.
- Demonstrated team player and high quality service provider.
Unique Job Characteristics and Requirements:
NASD Series 6 and Life License. Series 7 preferred. If not Series 7 licensed, FC will be required to obtain license within 90 days.
Tasks Performed:
- 50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.
- 20% Develops and executes individual business plan to meet sales goals. Maintains minimum assigned level of production consistent with individual or team goals
- 15% Monitors client investment performance and makes appropriate recommendations.
- 10% Cultivates and fosters proactive relationships with staff of assigned branches with regular meetings to discuss sales ideas, referral opportunities, results of customer meetings, and promotional campaigns.
- 5% Other duties as required
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
Benefits for Full-Time Employees:
Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
Parental Leave : Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage : Ensuring your overall health and well-being.
Flexible Spending Accounts : For healthcare and dependent care expenses.
Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits : Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance : Supporting your growing family.
Tuition Reimbursement : Invest in your education and career growth.
Employee Assistance Program (EAP) : Access to support and resources.
Financial and Banking Services : Various benefits and financial planning assistance .
Benefits for Part-Time Employees Working 20+ Hours/Week:
- Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
- Generous Parental Leave : Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave : For your health and safety.
Employee Assistance Program (EAP) : Access to support and resources.
Financial and Banking Services : Various benefits and financial planning assistance .
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor assume sponsorship of an employment Visa at this time.
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