$62,200.00 - $103,600.00 (usd); not specified; not...
Advice-based financial solutions
Mass affluent customer segment
Investment and insurance solutions
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business
Job Summary
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios.
Meet or exceed established sales goals for assigned Market, while meeting individual client needs and complying with pertinent policies and regulations.
Matching Summary
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
Salary
$62,200.00 - $103,600.00 (USD); Not specified; Not specified
Skills & Requirements
Must-have
advice-based financial solutions
mass affluent customer segment
investment and insurance solutions
customer needs analysis
sales goals achievement
referral channel development
Nice-to-have
mentor less experienced advisors
high-quality customer service
belonging and brand reflection
Key Requirements
6 years higher education and/or work experience
4 years investment or insurance sales experience
FINRA Series 7, 63 and 65 or 66 licenses
Pertinent state Life/Variable Insurance (LAH) licenses