Personal Financial Associate
First Niagara Financial Group 29 reviews - Westbrook, 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.



About this company
29 reviews