Is responsible for selling financial products and services to clients for investment purposes including mutual funds, insurance and annuity products. Identifies potential clients utilizing advertising campaigns, mailing lists, and personal contacts through proactive efforts. Develops prospects from current banking customers, referral leads and other sources. Interviews clients to determine their financial position: assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Analyzes client's financial status, develops a financial plan based on analysis of data, and discusses available financial options.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability.
A proven proactive-sales personality, work ethic and attitude with 1-2 years of direct sales experience in the financial services industry is required. Ability to source new business leads and follow-through to the sale is expected. Series 6/7 preferred.