Salary Range: $72,000- $96,000
The Financial Consultant is responsible for selling non-deposit investment products within a bank environment. The successful candidate is expected to meet production goals which are reviewed on a monthly and on-going basis. This position requires an individual who is highly motivated and sales and must be service oriented and able to work well with branch employees and bank customers.
- Meet or exceed sales goals.
- Conduct branch sales meetings, huddles, quick starts, etc.
- Conduct ongoing and consistent sales generating activities: Calls, book appointments, etc.
- Conduct training of all branch employees.
- Meet daily with potential customers.
- Establish and maintain high standards of customer service and be able to communicate investment concepts.
- Attend ongoing sales and product training.
- Maintain active working relationships with branch personnel.
- Meet weekly with each Branch Manager of the territory covered.
- Perform other duties as requested.
- High school diploma or GED required.
- Minimum of 2 years sales experience as a Financial Consultant.
- FINRA Series 7, 63 and series 65 or 66 required. (Licenses must be current.)
- Banking experience preferred.
- Must possess current NYS Life, Accident & Health license,
- Excellent time management and communication skills required.
- Self-motivated with ability to work independently.