Financial Advisor - Centralized, Wyomissing, Pa

Santander UK

Wyomissing, Pennsylvania, United States of America
Base: $61,875.00 - $105,000.00 usd; bonus/equity: ...
Telephone communication sales
Investment and insurance recommendations
Sales and revenue goal achievement
The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications

Job Summary

  • The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications.
  • Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis.
  • Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.

Matching Summary

The Centralized Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction by telephone communications.

Salary

Base: $61,875.00 - $105,000.00 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Telephone communication sales
  • Investment and insurance recommendations
  • Sales and revenue goal achievement
  • FINRA and FDIC compliance
  • Microsoft Office proficiency

Nice-to-have

  • Customer-centric transformation
  • Bold thinking and innovation
  • Proactive risk management
  • Mentoring and coaching LBEs

Key Requirements

  • Bachelor's Degree or equivalent work experience
  • 5+ Years investment guidance experience
  • 5+ Years superior sales achievement record
  • NASD licenses: 6, 63, 7, 65 or 66
  • Appropriate state insurance licenses

Work Rights

Not specified

Tailored Resume

Cover Letter