Personal Financial Associate
Personal Financial Associate - Shelton, CT

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  • High School Diploma
  • Proven sales track record with bank products, including success with outbound calling efforts
  • 2 years proven sales experience with investment and insurance products
  • 2 years customer service experience
  • Life and Health Insurance License and FINRA Series 6 & 63 licenses required Must adhere to pertinent laws, regulations, First Niagara’s Compliance Policy and external compliance requirements
Job Description:
  • Listen to customer’s needs and recommend the appropriate product
  • Work closely with the FNSI Financial Consultant on joint customer appointments, branch training and generating branch referrals
  • Provide coaching and training to branch employees, both licensed and non-licensed, on a regular basis
  • Must adhere to all regulatory and compliance guidelines and must maintain all appropriate licenses and professional designations
  • Must be able to work flexible hours and Saturday and Sunday hours if applicable at branches assigned
  • Participate in various sell programs such as campaigns, call nights, and referrals.
  • Provide outstanding customer service.
  • Sell and referral by applying the knowledge of bank products, services, policies and regulatory policies.